International College of Financial Planning

JULY 2, 2025

This is where competent, ethical, and client-first financial planners step in. The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning. It is awarded globally by the Financial Planning Standards Board (FPSB). What makes the CFP credential so respected?

Financial Planner

Midstream Marketing

JANUARY 19, 2025

Welcome to a journey where new ideas and planning come together. By adding SEO, email marketing, and social media plans, financial advisors can grow their client base and improve brand awareness. Once you understand this, you can plan your content, improve your platforms, and start building real connections.

Financial Advisor

Nerd's Eye View

JANUARY 13, 2025

We've also rolled out a new private community specifically for Directors of Financial Planning (DFPs), who are increasingly becoming the lynchpins that drive planning excellence in advisory firms… which is so in alignment with our own Kitces mission that we wanted to start hosting a community for DFPs to further foster their success!

Financial Advice

Nerd's Eye View

JUNE 30, 2025

As we enter midyear, registration is now open for our annual IAR Ethics CE Day taking place on Thursday, August 28th. And yes, our IAR CE Intensives will still cross-apply CE credit for all other eligible CE types, including CFP, CPA, all the designations from IWI, College for Financial Planning, the American College, and more!

Financial Planning

Carson Wealth

JULY 8, 2025

It gives you the freedom to fine-tune and manage your level of risk and comfort, meet a variety of goals with different timelines, invest only in companies that share your ethical views, help minimize your tax liability, and pivot as your life evolves and economic conditions shift.

Portfolio

Midstream Marketing

OCTOBER 31, 2024

They make plans for different products while following the rules. They know that their marketing strategies work well and they follow important ethical and legal rules. By teaming up with these experts, financial institutions can create a complete marketing plan. These experts create plans that work within small budgets.

Consulting

WiserAdvisor

JUNE 16, 2025

Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. Additionally, you also need to consider domestic disputes and estate planning issues related to property. There are a lot of ways to do this.

Wealth Management

NAIFA Advisor Today

FEBRUARY 6, 2025

He is the author of several books, including Free Throws for Financial Professionals: Winning Principles for Unlocking Business Success, Above the Clouds: Winning Strategies from 30,000 Feet, and The New Rules of Retirement Planning. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional.

Ethics

WiserAdvisor

JUNE 17, 2025

ESG companies focus on a range of things, such as reducing carbon emissions, cutting plastic waste, treating employees fairly, ensuring gender equality, and prioritizing ethical governance. That kind of pressure ensures companies prioritize ESG governance and ethical practices. When it comes to ESG, it is not just about investors.

Financial Advisor

International College of Financial Planning

JUNE 5, 2025

It teaches you how to: • Think holistically across investments, insurance, tax, retirement, and estate • Serve with ethics not just efficiency • Approach every client relationship with clarity Families want to know: “Are you advising me because it’s good for me or good for you?” It’s not just a certification.

Wealth Management

Midstream Marketing

NOVEMBER 5, 2024

Introduction In today’s digital world, having a good social media plan is very important for financial advisors who want to succeed. Crafting Your Social Media Strategy To have a strong social media presence, you need a clear plan that matches your business goals. Plan your content before you start.

Media

Norman Marks

APRIL 23, 2025

Claire Berry has shared an excellent set of Ten Things Internal Audit Teams Should Do In Turbulent Times: Refresh the Risk Assessment Be Agile with the Audit Plan Monitor for Control Breakdowns Audit Crisis Response and Continuity Watch Third-Party Risk Support Cost Containment Keep Ethics in Focus Communicate with Courage Track Regulatory Shifts Support (..)

Ethics

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Retirement Planning: Give tips on how to save for retirement. Who do you want to reach?

Financial Advisor

The Big Picture

JULY 1, 2025

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. 00:58:17 [Speaker Changed] So if you think about how we plan, right? Velina Peneva : And then after five years, you can practice.

Investing

Diamond Consultants

JULY 15, 2025

Six key lessons we learned from executing our own succession plan that can be applied to an advisor’s business. That can only happen, though, through a carefully orchestrated succession plan, one defined and executed over time, along with a good dose of thought, conversation, training, coaching and emotion. Here are six of them.

Planning

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. Do you specialize in retirement planning for small business owners? Engage with your followers.

Financial Advisor

Cornerstone Financial Advisory

MARCH 14, 2025

As a Christian, your estate plan should represent your dedication to financial stewardship according to Scripture. W hat important factors should Christians consider when estate planning? W hat important factors should Christians consider when estate planning? What Are the Biblical Principles of Estate Planning?

Estate Planning

The Big Picture

APRIL 29, 2025

And we, we planned what was gonna happen the next morning. Like, I know they want everybody in the room when you’re planning, but no, no, this is good news. Again, we, we watch pension plans, you know, adjust their, their asset allocations. You’re getting a promotion, get down here. It’s important.

Management

The Big Picture

MAY 20, 2025

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Management

The Better Letter

APRIL 22, 2025

NASA leadership failed because they did not view the launch decision in ethical terms focusing on the lives of the crew. What happens if all our plans go wrong? Instead, they allowed political and managerial considerations to drive their decision-making. As Munger explained , “Invert. Always invert. Look at it backward.

Commission

Cornerstone Financial Advisory

FEBRUARY 26, 2025

This includes how we plan and manage our estate. Effective estate planning is an act of financial stewardship. In fact, your estate plan can reflect your deepest held values. In this blog, well uncover how Christians should approach estate planning and how our estate plans can make a more effective Kingdom impact.

Estate Planning

Trade Brains

JUNE 26, 2025

The company plans to release its first audit for the USD1 stablecoin very soon. New App Aims to Simplify Crypto Alongside the audit, WLF revealed plans for a consumer app. Lawmakers and ethics watchdogs scrutinise its Trump connections. Simultaneously, it will launch a mobile app targeting everyday investors.

Ethics

Trade Brains

JULY 25, 2025

The business also revealed significant plans for data center and real estate expansion. A bout the company Anant Raj Limited, founded in 1969, has established itself as a symbol of quality and ethical business practices in India’s real estate sector. Synopsis : Shares of Anant Raj Ltd. million sq.

Ethics

Nerd's Eye View

JULY 21, 2025

And especially after the amount of change over the past few years, from expanding our podcasts to YouTube (and creating a new "Best Advisor Podcasts" list), to building an AdvisorTech Directory to complement (and provide more information than) our popular AdvisorTech Map, to the rollout of our Annual IAR Ethics CE Day… we're more eager than ever (..)

Financial Advisor

Wealth Management

FEBRUARY 18, 2025

Hersch explores the risks artificial intelligence poses to confidentiality and outlines the ethical obligations attorneys must uphold.

Ethics

Nerd's Eye View

JUNE 21, 2023

All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics.

Ethics

Wealth Management

FEBRUARY 14, 2025

An ethical will can provide valuable emotional and moral guidance, adding depth to the more transactional nature of an estate plan.

Ethics

Wealth Management

JULY 30, 2025

Related: Unlocking Estate Planning Potential with Carried Interest Let's take the following example: I have a DNR saying no measures should be taken if I am in a permanent vegetative state. However, the integration of AI in health care also presents challenges related to data privacy, ethical considerations and human-AI collaboration.

Estate Planning

Nerd's Eye View

SEPTEMBER 25, 2023

In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.

CFP

Wealth Management

AUGUST 29, 2022

Providing ethical, competent financial planning is an immediate and direct step to help your community improve its financial resilience.

Financial Planner

Abnormal Returns

APRIL 5, 2023

whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? timdenning.substack.com) Why you should have a Life Ethic not a Work Ethic. (humbledollar.com) Philanthrophy Donating appreciated stock is a win-win for investors and charities. radreads.co)

Ethics

Abnormal Returns

AUGUST 5, 2024

theirrelevantinvestor.com) Investors need to plan for down markets. tomtunguz.com) Can an AI company actually be run ethically? Markets Bryce Elder, "The “long Japanese equities/short yen” trade worked until it didn’t." ft.com) Market sentiment got way too bullish. spyglass.org) Where AI can really save a company money.

Ethics

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner

Nerd's Eye View

OCTOBER 3, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Ethic Investing raises a $50M Series C round as values-based “personalized indexing” through direct indexing tools continues to gain momentum.

Commission

Nerd's Eye View

DECEMBER 19, 2022

At the same time, questions abound as to how the FPA realistically plans to pursue Title Protection, and its noticeable abstention from mentioning the CFP marks anywhere in its discussion of its new advocacy agency, despite the fact that the FPA is the membership association for CFP professionals.

Financial Planner

Nerd's Eye View

NOVEMBER 7, 2023

We also talk about how, amidst onboarding 52 new clients in a single year (due to the success of her 3-question approach), Veronica developed a blueprint that all new clients would go through in their first year with the firm that leverages a more modular approach to planning and stretches out the planning work (for the client, and her own team) over (..)

Clients

Nerd's Eye View

MAY 31, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)

Financial Planner