Weekend Reading For Financial Planners (June 28–29)
Nerd's Eye View
JUNE 27, 2025
Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.
Estate Planning Financial Planner Numbers 
Weekend Reading For Financial Planners (November 30–December 1)
Nerd's Eye View
NOVEMBER 29, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial (..)
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Weekend Reading For Financial Planners (July 12–13)
Nerd's Eye View
JULY 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)
Weekend Reading For Financial Planners (April 19–20)
Nerd's Eye View
APRIL 18, 2025
Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).
Quinn Signals Another Wave in the Great Advisor Tech Acceleration
Wealth Management
JUNE 27, 2025
Number 8860726. Mark Evans Artificial Intelligence Conquest Planning Raises $80M to Accelerate US Expansion Conquest Planning Raises $80M to Accelerate US Expansion Jun 23, 2025 Sign Up for Newsletters Sign up to receive the latest insights, trends, and analysis. Registered in England and Wales.
22 Top Financial Advisor Podcasts To Listen To In 2025
Nerd's Eye View
JANUARY 20, 2025
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.
Weekend Reading For Financial Planners (February 15–16)
Nerd's Eye View
FEBRUARY 14, 2025
advanced tax and estate planning) and ensure that both members of client couples remain engaged in the planning process (to encourage a surviving partner to stay with the firm in case of a death of their spouse) could have more durable client satisfaction and, ultimately, higher client retention rates.
The Best Of Weekend Reading 2024: Top 24 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 30, 2024
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Top 10 Tips for Financial Advisor Marketing Campaigns
Midstream Marketing
DECEMBER 10, 2024
These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Communicating often helps to build trust with your financial planner.
Seminar Marketing for Financial Advisors
Indigo Marketing Agency
MARCH 5, 2025
Maximizing Lead Generation From Seminar Marketing for Financial Advisors Capturing Attendee Information Every attendee is a potential client, so its essential to collect their information for follow-ups. What topics should financial advisors cover in a seminar to attract high-quality leads?
ChatGPT for Financial Advisors: 5 Ways to Get Found on All the AI Tools
Indigo Marketing Agency
JUNE 10, 2025
That’s exactly what’s happening for a fast-growing number of financial advisors in AI searches today. They want answers to queries like: “Top fee-only advisors for doctors in NYC” “Best financial planners for retirement in Seattle” “Who can help with estate planning near me?”
Weekend Reading For Financial Planners (March 25-26)
Nerd's Eye View
MARCH 24, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization.
Weekend Reading For Financial Planners (December 2-3)
Nerd's Eye View
DECEMBER 1, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Supreme Court heard arguments this week in the case of SEC v.
Weekend Reading For Financial Planners (June 22-23)
Nerd's Eye View
JUNE 21, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey.
Weekend Reading For Financial Planners (June 8-9)
Nerd's Eye View
JUNE 7, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.
Estate Planning in this Economic Climate
Park Place Financial
NOVEMBER 29, 2022
Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust .
Financial Advisor Client Education: Improving Financial Literacy for Multigenerational Planning
eMoney Advisor
APRIL 4, 2023
2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers. Earning your own money instills confidence and those receiving an inheritance may need help building their own financial confidence. After all, 91 percent of clients want their advisor’s estate planning advice.
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Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning
Harness Wealth
SEPTEMBER 18, 2024
Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor. What do these numbers tell us?
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Ten Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
DECEMBER 1, 2022
It's simply a structured approach to help you reach your financial goals. It details your current money situation, as well as your financial system, including things like investing, saving, retirement, and estate plans. So what is a financial plan in simple terms? You should also go over the numbers.
How to Incorporate Real Estate into Your Personal Financial Plan
Harness Wealth
JUNE 30, 2023
In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. and Financial Planning for Estate Planning.
On the House: Real Estate and Tax Strategies
Integrity Financial Planning
MARCH 1, 2023
There are a number of common questions that come up around owning a home. You may be surprised to learn how important your tax strategy is when it comes to real estate investments. We also talk about what happens after someone becomes a widow and the financial decisions that come into play.
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What is a Financial Plan, and How Do I Make One?
Harness Wealth
JUNE 9, 2023
Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan?
Why You Should Continue Meeting With Your Financial Advisor
WiserAdvisor
SEPTEMBER 1, 2022
A well-planned budget will highlight your fixed expenses and will also factor in important expenses like medical bills, rent, etc. You should regularly meet with your financial planner to budget and manage your finances as per your present and future needs. You need to review your financial plan at regular intervals.
Why Integrated Diploma in Wealth Management is the Right Choice for a Career in Finance?
International College of Financial Planning
MAY 29, 2023
The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.
Unlock Your Dream Job: Short Term Courses with Job Guarantee You Should Consider in the Insurance Planning Industry
International College of Financial Planning
AUGUST 3, 2024
Helping People Secure Their Future A career in insurance planning is not just about numbers and policies; it’s about helping people protect their futures. By guiding clients through the complexities of financial planning, you can play a crucial role in their financial well-being.
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How to Become a Financial Advisor in India?
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. CFP ( Certified Financial Planner ).
12 Steps To Creating A Solid Financial Plan For Yourself
Clever Girl Finance
MARCH 19, 2024
It’s simply a structured approach to reach your financial goals. It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms? You should also go over the numbers.
Healthy, Creative Strategies for Gifting to Children
Bell Investment Advisors
JUNE 16, 2022
For example, an estate planning goal of reducing your net worth may call for a lump-sum gift. There’s no end to the number of ways you can share your wealth, and its benefits, with your family. So keep it simple, or work with a financial planner to help keep it all straight. Your family will thank you!
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Building Your Ideal Business Succession Plan
Carson Wealth
JULY 26, 2023
There are multiple alternatives with different benefits, which is why it’s critical to discuss the pros and cons with a financial planner. One popular option is setting up an employee stock ownership plan (ESOP), where employees are technically buying equity in the business through a retirement plan.
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Weekend Reading For Financial Planners (August 10-11)
Nerd's Eye View
AUGUST 9, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)
5 Good Elements of a Financial Advisor
International College of Financial Planning
OCTOBER 5, 2021
In short, if you don’t have an analytical mind, you are unlikely to succeed in this profession.Investment planning, retirement planning, tax planning, and estate planning require you to dig deep into numbers and make information out of the raw data at hand.
Weekend Reading For Financial Planners (October 26–27)
Nerd's Eye View
OCTOBER 25, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli Associates and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness (..)
4 Financial Concerns High-Net-Worth Individuals Face
WiserAdvisor
AUGUST 8, 2022
Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP). Further, it helps to check the number of clients the manager is attending to at a time. Life insurance is also helpful in lowering the tax and can be a fantastic estate planning tool. Certified Private Wealth Advisor (CPWA).
This broker vs. financial advisor debate got ABSOLUTELY crazy!
Sara Grillo
DECEMBER 12, 2022
Just because you can put numbers on a piece of paper, doesn’t mean you’re providing value.” Doug Twiddy has spent 15-years assisting financial planners and wealth advisors with guidance on proper planning strategies for their clients. Doug Twiddy. I really don’t.” – Derek Robinett. Matt Pruitt, CFP®, CFA®. Doug Twiddy.
Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA
Sara Grillo
APRIL 11, 2022
And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). But the idea of becoming an hourly financial planner is met with such resistance you would think you told people to saw off their left arm.
Using A Testamentary Charitable Remainder Unitrust (T-CRUT) To Give Twice To Both Loved Ones And Charitable Organizations
Nerd's Eye View
JANUARY 31, 2024
First is that the underlying vehicle is a Charitable Remainder UniTrust (CRUT), which pays a fixed percentage of the trust's value for either a specified number of years (not to exceed 20) or through the lifetime of the beneficiary. Second is that the CRUT is testamentary (i.e., Read More.
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Estate Planning: A Key Part of Any Financial Plan
Harness Wealth
JUNE 23, 2023
Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.
Transcript: Tom Rampulla
The Big Picture
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”
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Financial Planning for High-Net-Worth Individuals
WiserAdvisor
JULY 24, 2022
Hiring reputable and experienced high-net-worth financial planners can benefit high-income groups and help them lower taxes. Financial planners employ different approaches to save tax. For instance, financial planners may recommend turning your traditional retirement accounts into Roth accounts to lower your tax burden.
How to Work with a Financial Advisor
Carson Wealth
DECEMBER 20, 2022
When you work with a qualified financial advisor, you can begin to lay the groundwork to protect yourself from more common, sudden transitions. Having proper estate planning documents can help ensure your assets pass where, when, and how you want them to. Include retirement plan statements you may have with old employers.
4 Tips to Consider When Passing Trust Assets to Your Children
Park Place Financial
APRIL 26, 2022
For many people, making sure their loved ones will be financially secure after they’re gone is a primary objective and a trust fund can help achieve this goal. Trust funds are common estate planning tools that help high-net-worth individuals pass an inheritance to their children and grandchildren. Insurance trusts.
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Crypto – just a rock, or a good investment? (debate got wild)
Sara Grillo
APRIL 10, 2023
What we’ve seen in 2022 is that there were a number of hacks. Joshua Gonzalez As a Financial Adviser, Josh provides a wide range of personalized, comprehensive financial planning services to his clients, including retirement planning, investment advice, and estate planning.
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