Calculated Risk

JULY 3, 2025

NOTE: State and local government education hiring was reported at 63.5 thousand education jobs lost. It is possible this is just a timing issue and more than expected educators will be let go in July. This was a solid employment report; however, a surprising number of state and local education employees were hired in June (63.5

Education

Wealth Management

MAY 27, 2025

David Handler provides insights into the essential role financial advisors play in estate planning, why it's important to have an estate plan and the importance of communication and education within families about wealth management.

Estate Planning

International College of Financial Planning

NOVEMBER 18, 2024

My education had been in engineering, and I spent over two decades working in technical IT roles. The post Importance of Financial education & Why I Joined ICOFP – by Prem Keswani appeared first on International College of Financial Planning. At 46, I found myself at a turning point.

Education

Nerd's Eye View

JULY 29, 2025

What's unique about Monish, though, is how his firm goes deep in evaluating portfolios and alternative investment opportunities to find potential matches for particular client needs to attract and serve a high-net-worth clientele.

Clients

Nerd's Eye View

MARCH 10, 2025

While advisors may make educated guesses about client preferences, this approach has its limits. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.

Clients

Nerd's Eye View

FEBRUARY 26, 2025

529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Parents could also transfer UTMA assets into a UTMA 529 plan, which limits the child's ability to use funds for non-educational purposes.

Planning

Calculated Risk

JANUARY 8, 2025

On the commercial side, data center and warehouse planning drove much of the growth this month, while stronger healthcare and education activity supported the institutional portion. Overall, the strong performance of the Momentum Index this past year is expected to support nonresidential construction spending throughout 2025.

Healthcare

Calculated Risk

APRIL 8, 2025

On the institutional side, planning activity slowed for education, healthcare and government buildings. On the commercial side, weaker planning activity for warehouses, data centers and retail stores drove this months decline. Meanwhile, hotel and office planning continued to accelerate. The commercial segment was up 32% from March 2024.

Healthcare

NAIFA Advisor Today

NOVEMBER 15, 2024

Raised in Orland Park, Illinois, Colin’s values were shaped by a family deeply committed to service and education. This blend of education and finance set a solid example for Colin, who now brings elements of both worlds into his work, valuing both knowledge and community-focused financial planning.

Financial Services

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Financial Planner

Nerd's Eye View

MAY 28, 2025

In this guest post, Kathleen Rehl, a "ReFired" financial advisor and educator in legacy planning, shares a framework to help advisors guide clients through this transition using a more expansive "ReFirement" lens.

Retirement

Calculated Risk

APRIL 10, 2025

Indexes that increased over the month include personal care, medical care, education, apparel, and new vehicles. The index for all items less food and energy rose 0.1 percent in March , following a 0.2-percent percent increase in February.

Food

Wealth Management

JUNE 27, 2025

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

Estate Planning

Wealth Management

JUNE 23, 2025

Ryan Nauman and Andrew Sternlight discuss the shift in investment strategies from private markets to more selective and agile alternatives, the challenges and opportunities presented by emerging markets, and the importance of continuous education for financial advisors.

Education

Trade Brains

JUNE 30, 2025

Estimating your Education Loan EMIs quickly and accurately is a crucial step when planning to study abroad. Here’s how you can estimate your Abroad Education Loan EMIs in minutes, and why doing so matters. Why Estimating Your Education Loan EMIs Matters? Why Estimating Your Education Loan EMIs Matters?

Education

Nerd's Eye View

FEBRUARY 18, 2025

In this episode, we talk in-depth about how Sebastian hired a team member to become a quality control specialist (and has now added a second) specifically to follow up with clients after meetings to ask about their experience with both their advisor as well as with other departments in the firm with which they interact (from the front desk to operations), (..)

Financial Planning

Nerd's Eye View

JULY 11, 2025

Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)

Financial Planner

Calculated Risk

MAY 13, 2025

Indexes that increased over the month include household furnishings and operations, medical care, motor vehicle insurance, education, and personal care. The index for all items less food and energy rose 0.2 percent in April , following a 0.1-percent percent increase in March. The all items index rose 2.3

Food

The Big Picture

MARCH 31, 2025

Its not the same thing in theory, but in practice, especially with the chatter of reducing income taxes, it feels that way: European consumption tax minus the universal health care, education, and retirement benefits. I hope this take is wrong.

Taxes

Validea

JANUARY 13, 2025

We aim to make these timeless investing lessons both educational and entertaining. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha appeared first on Validea's Guru Investor Blog.

Financial Planner

Nerd's Eye View

JULY 22, 2025

In this episode, we talk in-depth about how Dan sees the first meeting with a potential COI partner as an opportunity for a financial advisor to explain their value proposition and to learn how the COI serves their clients (in part to understand whether the COI provides service at a similarly high level as the advisor), why Dan finds that (given the (..)

Clients

Abnormal Returns

JULY 14, 2025

Podcasts Michael Kitces talks with James Conole, founder of Root Financial, about attracting clients who have engaged with his educational YouTube videos. kitces.com) Michael Batnick talks tech overload with Kyle Van Pelt, CEO of MileMarker.

Wealth Management

Abnormal Returns

MAY 21, 2025

humbledollar.com) Who gets the education tax credit? (theguardian.com) Children Three important money lessons for children. humbledollar.com) How to get money to children before they have earned income. savantwealth.com) Investing The time you spend tracking your stock investments, is time you can't spend on other aspects of your life.

Estate Planning

Midstream Marketing

DECEMBER 26, 2024

Essential for Client Communication and Education Effective communication with clients is key to a successful financial professional’s work. This platform gets this and offers tools to improve client engagement and education. This library allows them to share educational materials on various financial subjects.

Marketing

Yardley Wealth Management

NOVEMBER 12, 2024

Begin by defining what you want to achieve—whether it’s covering educational costs, providing a first home down payment, or ensuring general financial stability for your children. Invest in Education Savings Education is one of the most powerful investments you can make in your child’s future.

Financial Planning

Wealth Management

JUNE 23, 2025

Digital asset adoption is advancing rapidly among investors who are self-educated and actively involved—but that doesn’t mean they want to go it alone,” said Jean-Marie Mognetti, CEO of CoinShares, in a statement. Four in five investors, or 82%, said they would be more likely to work with an advisor who offered guidance on digital assets.

Assets

Nerd's Eye View

MAY 19, 2025

The available education budget is also an important consideration. When selecting a training program, managers may consider many factors, including whether the program is open-ended or time-bound, asynchronous or synchronous, and whether training takes place during work hours or personal time.

Financial Planning

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. 1 But working with a financial advisor has many additional benefits that can go beyond returns.

Financial Advice

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. Here are some types of content that work well for audiences in financial services: Educational content : Make difficult financial concepts easy and clear to understand. PDFs are helpful because they give clients easy access to important resources.

Marketing

Wealth Management

JULY 23, 2025

Key changes affect nonprofits, donors and educational institutions. New tax law impacts charitable giving, expands excise taxes and alters deductions.

Taxes

Diamond Consultants

DECEMBER 18, 2024

But with that, advisors are tasked with the responsibility of staying educated and informed about many new models, developments, and trendseven more critical is ensuring that education is based on information that is up-to-date, relevant, and accurate. Ultimately, it means more choices than ever before.

Recruitment

FMG

DECEMBER 10, 2024

Add a fun twist like a white elephant gift exchange or offer an educational curriculum to enhance the experience. Educational Workshop & Dining Combine learning with celebration by hosting a financial planning session for the new year, followed by a holiday lunch or dinner for networking and mingling.

Financial Advisor

Nerd's Eye View

JUNE 12, 2025

As a result, when advisors are tasked with (re-)educating clients about the potential consequences of financial decisions, there may be a disconnect between potential risk and what a client actually experiences. So how can advisors help clients understand dangers they haven't personally encountered?

Financial Planner

MainStreet Financial Planning

NOVEMBER 8, 2024

– Tuition Payments: Prepaying college tuition for the upcoming semester may qualify you for education credits, such as the American Opportunity Tax Credit, worth up to $2,500 per eligible student. Be aware of income phase-out ranges for these credits.

Taxes

Harness Wealth

APRIL 17, 2025

These include student loan interest, educator expenses, and certain contributions to retirement accounts. Whether it is promoting education, incentivizing retirement savings, or supporting parents and low-income workers, these credits serve as powerful policy tools. Pursuing higher education? Why do tax credits exist?

Taxes

Abnormal Returns

MAY 28, 2025

thewaiterspad.com) Financial education is working. (bestinterest.blog) Decision making Important financial decisions require judgment, not just numbers. obliviousinvestor.com) Why personal finance is full of gurus. awealthofcommonsense.com) Personal finance There are notable differences between individual bonds and bond funds.

Retirement Planning

Midstream Marketing

JANUARY 19, 2025

Educational and informative content helps build credibility and trust. Use video testimonials, educational series, or vlogs to connect with your audience personally. This ensures you deliver content regularly and keep people engaged. Make sure to focus on providing value. Finally, check how your content is performing often.

Financial Advisor