Nerd's Eye View

FEBRUARY 10, 2025

To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary).

CFP

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning

Nerd's Eye View

DECEMBER 11, 2024

In this guest post, Justin Fitzpatrick, co-founder and CIO at Income Lab, explores how well CMAs reflect the realities clients will face, the influence these assumptions have on client advice, and how advisors can balance planning assumptions against the risks of long-term inaccuracies.

Retirement Planning

Wealth Management

AUGUST 5, 2025

Related: Model Portfolios Portend the End of Traditional Financial Advice The introduction of active overlay management technology began to break down silos, allowing for coordination between SMA products. The Destination: UMH The promise of UMA 3.0

Wealth Management

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Others take a broader approach, giving newer advisors more opportunities to practice and build confidence across different areas of financial planning. Read More.

Financial Planning

Nerd's Eye View

JUNE 9, 2025

In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.

Financial Advisor

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

Financial Planning

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning

Nerd's Eye View

APRIL 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.

Clients

Nerd's Eye View

JULY 10, 2025

As the financial advice profession has matured, behavioral finance has become an increasingly important element of modern advice. Such an approach may also create a more organic environment for advisors to practice and hone their empathy and behavioral finance skills.

Clients

Nerd's Eye View

APRIL 15, 2025

million U.S. dollars in revenue, and how Cameron's willingness to just meet and get to know other advisors, businesses, and content creators, without having a specific goal in mind, has led to multiple serendipitous business opportunities throughout his career.

Financial Advice

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

Financial Planner

Wealth Management

AUGUST 8, 2025

He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Partnering with Angie Ostendarp, he then grew one of Wells Fargo Advisors’ largest brokerage practices.

Estate Planning

Nerd's Eye View

MAY 29, 2025

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. A growing number of FinTech companies – like Holistiplan, Income Lab, fpPathfinder, and Clearnomics – offer ready-made illustrations to help make advice more understandable for clients.

Clients

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

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age. alphaarchitect.com)

Fiduciary Duty

Nerd's Eye View

JUNE 30, 2025

We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.

Financial Planning

Nerd's Eye View

JANUARY 13, 2025

Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees. In reality, though, the robos struggled to gain traction, and the human financial advice business just continues to grow.

Financial Advice

Midstream Marketing

OCTOBER 29, 2024

Key Highlights Millennials can benefit a lot from getting financial advice. You should change your marketing approach to meet the specific financial needs and interests of millennials. Listen to their concerns and adjust your financial advice to align with their goals. Right now, few of them use advisors regularly.

Financial Advisor

Abnormal Returns

DECEMBER 11, 2024

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." slate.com) Personal finance Financial planning is all about tradeoffs. barrons.com) Financial stress is real.

Retirement

Wealth Management

JULY 2, 2025

This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. Tony is an industry speaker, consultant, trusted advisor, and active investor that specializes in GTM strategies—with a heavy emphasis on marketing—for financial services firms, RIAs, and FinTech companies.

Wealth Management

Wealth Management

JULY 31, 2025

AI-driven tools, such as robo-advisors and predictive analytics, analyze vast amounts of data to tailor financial advice. Raymond James Practice Mercer Advisors Lands $1.2B

Wealth Management

Wealth Management

AUGUST 12, 2025

Twenty years ago, there wasn’t really even financial planning software. The best financial advice still comes from someone who knows your story, not from a spreadsheet.” Brandon Galici, founder and financial planner at Galici Financial in San Juan Capistrano, Calif., You did everything with Excel.

Wealth Management

International College of Financial Planning

JULY 2, 2025

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?

Financial Planner

Wealth Management

AUGUST 5, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all SS&C Support Platforms SS&C Unifies Wealth Management Platforms Under Black Diamond SS&C Unifies Wealth Management Platforms Under Black (..)

Wealth Management

Wealth Management

AUGUST 5, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all SS&C Support Platforms SS&C Unifies Wealth Management Platforms Under Black Diamond SS&C Unifies Wealth Management Platforms Under Black (..)

Wealth Management

MainStreet Financial Planning

MARCH 7, 2025

If youre searching for a fiduciary financial planner, flat-fee financial planning, or the best alternative to AUM-based advisors, this article will help you decide which model is right for you. Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only

The Big Picture

MARCH 18, 2025

Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? when the best course for our long-term financial health is to do nothing? Good Advice : 10. This is the best advice I can offer : A. Create a financial plan (then stick to it). Index (mostly).

Investments

Midstream Marketing

NOVEMBER 12, 2024

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

Financial Advisor

Wealth Management

AUGUST 5, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all SS&C Support Platforms SS&C Unifies Wealth Management Platforms Under Black Diamond SS&C Unifies Wealth Management Platforms Under Black (..)

Investments

A Wealth of Common Sense

JULY 17, 2025

The CFA is considered the gold standard for investment analysis and portfolio management but doesn’t hold a lot of sway in the wealth management industry where holistic planning is the focus. You’re better off gaining financial planning knowledge from the CFP. Plus, the CFA exams are a lot of work.

CFP

Wealth Management

JULY 31, 2025

Nelson said in a statement that Perspective 6 joined Savvy for its infrastructure, marketing support, and “long-term vision for where financial advice is headed.”

Estate Planning

Indigo Marketing Agency

JUNE 18, 2025

The best content for financial advisors in this category addresses specific, actionable challenges that your target audience faces daily. Effective guides go beyond generic financial advice. Instead, they dive deep into niche-specific issues. Ready to revolutionize your marketing approach?

Financial Advisor

Financial Symmetry

MAY 22, 2025

Outline of This Episode [00:00] Most Americans claim Social Security at 62 due to a lack of other income, but those with additional resources or financial advice might delay claiming for long-term wealth planning. [04:16] 04:16] Consider life expectancy in financial planning, especially for married couples. [08:56]

Retirement

Wealth Management

AUGUST 5, 2025

Matt Regan: It started back in 1999 in Richmond as one of the industry’s first goals-based financial planning software companies. When it was founded, we were really the beginning of the bottom-up Monte Carlo goals-based planning business.

Wealth Management

Zoe Financial

JUNE 20, 2025

The platform itself does not offer financial advice Scenario-Based Guide: Hypothetical Investor Examples – Scenario 1: Linda, 68 — Planning for RMDs and Legacy Background : Linda holds a significant Traditional IRA and is approaching required minimum distributions (RMDs).

Retirement Planning

Discipline Funds

JULY 14, 2025

And here’s where I am both sympathetic but also the angry financial dad for the USA. The basic financial planning rule of thumb is that we should save 20% of our gross income. Tax deferred plans (IRA and 401K): $1,021,147. I am using really conservative and generalized financial planning rules here.

Healthcare