Education, Financial Advice and Investment Planning

Weekend Reading For Financial Planners (May 17–18)

Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

Financial Planner

Financial Planner Financial Advice Education Taxes

Weekend Reading For Financial Planners (January 11–12)

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

Financial Planner Clients Financial Advice Numbers

The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner

Financial Planner Recruitment Financial Services Retirement Planning

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Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

eMoney Advisor

FEBRUARY 9, 2023

Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. Focus on short-term goals.

Financial Planning

Financial Planning Clients Planning Education

Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

JUNE 4, 2025

A financial advisor who can deliver that kind of all-in-one support can add immense value to clients and save them time, stress, and potentially money. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

Financial Planning

Financial Planning Planning Financial Advisor Ethics

The Impact of Financial Planner Certification or CFP® on Career Growth

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning.

Financial Planner

Financial Planner Certification CFP Certified Financial Planner

CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification

Certification CFP Certified Financial Planner Financial Planning

Women And Investing: 5 Key Tips For Women Investors

Clever Girl Finance

OCTOBER 12, 2023

Women’s financial plans are unique, so their investing strategies should be, too. Find out more about women and investing, and discover ideas for creating your own investment plan. When making investment decisions, setting financial goals can allow you to know how much money you need to set aside.

Investing

Investing Investments Risk Tolerance Accounting

Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients.

Wealth Management

Wealth Management Management Risk Management Ethics

How to Choose the Right Job Oriented Course After Graduation in Wealth Management

International College of Financial Planning

MAY 20, 2024

Unlike broader academic studies, these courses are designed to bridge the substantial gap between theoretical education and the pragmatic requirements of the job market. Tailored Education: Each course focuses on the skills and knowledge most relevant to the industry, ensuring you are well-prepared for specific job roles upon completion.

Wealth Management

Wealth Management Management Certification Certified Financial Planner

List of Financial Advisors for small accounts

Sara Grillo

AUGUST 25, 2023

Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Financial Advisor

Financial Advisor Accounting License Financial Planning

Advice-only financial planners are stealing the show!

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner

Financial Planner CFP Financial Planning Education

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

Do I Need A Financial Advisor? Here’s How To Decide

Clever Girl Finance

JULY 16, 2023

Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money? What types of financial advisors should you avoid? Article related to financial advice Do you need a financial advisor? When should you get a financial advisor?

Financial Advisor

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor

This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., He launched the firm in January of 2022 after realizing that there were no financial advisors available for people that don’t have millions of dollars of investments.

Financial Advisor

Financial Advisor Commission Clients Insurance

What are the Different Types of Financial Advisors?

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. They are responsible for maintaining your financial records and must file tax returns on time to avoid penalties.

Financial Advisor

Financial Advisor Financial Planner Wealth Management Portfolio Management

This year’s Wild Crypto Debate

Sara Grillo

AUGUST 26, 2024

-Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

License

License Certified Financial Planner Financial Advisor CFP

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

What is a Certified Financial Planner? Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Department of Education before appearing for the CFP exam.

Certified Financial Planner

Certified Financial Planner Financial Planner CFP Financial Planning

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

APRIL 10, 2023

It comes down to financial literacy and investor education. So is crypto a good investment or just a rock? Sara G Biographies Scott Salaske Scott Salaske is the founder and CEO of Firstmetric, a flat fee financial advisor firm in Troy, Michigan. The problem exists with traditional assets.

Investing

Investing Investments CFP Financial Advisor

Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

In Salaske’s view, education is the issue because annuities are sold products. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan.

Insurance

Insurance Retirement Financial Advisor License

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

JR: Well, one of the things that Robert, you mentioned last week, and I totally agree with, is that a problem with financial planning being regulated as it is today by the SEC, is that there is no educational requirement to become a financial planner. Salaske: What is an investment advisor?

CFP

CFP Financial Advisor Financial Planner Ethics

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

Wright is an instructor for the College of Financial Planning in addition to being a CFP® certificant. He is very much an advocate for the marks and the education that comes with it. Wright agrees with Salaske that bypassing education shouldn’t be allowed. Accountant-Lawyer Alliance.

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

Weekend Reading For Financial Planners (May 17–18)

Weekend Reading For Financial Planners (January 11–12)

Webinars

Trending Sources

The Reboot and Rebrand of Advisor Today

Webinars

Serving Clients at All Stages of the Financial Planning Lifecycle Effectively and Efficiently

Top Insights Driving Financial Planning Strategies in 2025

The Impact of Financial Planner Certification or CFP® on Career Growth

CFP® Certification Course: From Novice to Expert in Holistic Financial Planning

Women And Investing: 5 Key Tips For Women Investors

Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers

How to Choose the Right Job Oriented Course After Graduation in Wealth Management

List of Financial Advisors for small accounts

Advice-only financial planners are stealing the show!

Do I Need A Financial Advisor? Here’s How To Decide

Do I Need A Financial Advisor? Here’s How To Decide

This broker vs. financial advisor debate got ABSOLUTELY crazy!

What are the Different Types of Financial Advisors?

This year’s Wild Crypto Debate

The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Crypto – just a rock, or a good investment? (debate got wild)

Should you die and go to hell before selling an annuity?

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Should you cancel your CFP designation?

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