Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Abnormal Returns

SEPTEMBER 18, 2023

Podcasts Daniel Crosby talks with Michael Kitces about automation and the future of financial advice. standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. smokestack.beehiiv.com) The first rule of financial advice is 'do no harm.'

Planning 228

Planning Financial Advice Wealth Management Math 228

eMoney Advisor

MARCH 16, 2023

Early in my career at a large broker-dealer in San Francisco, I noticed retirees were the ones getting all the attention, while the Millennials were craving financial knowledge and the attention of financial advisors. Tax and insurance advice was also somewhat constrained. Many advisors find that challenging.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. The Hierarchy of Financial Needs.

Financial Planning 78

Financial Planning Planning Wealth Management Clients 78

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

Nerd's Eye View

APRIL 4, 2024

Which would invariably result (after a considerable investment of both the firm owner's time and money) in a less-than-optimal experience for the new advisor and would likely do little to improve the industry's already dismal retention rate.

Financial Planner 221

Financial Planner CFP Professional Services Financial Planning 221

Integrity Financial Planning

JUNE 7, 2023

Investing in an Individual Retirement Account (IRA) is an excellent way to save for retirement. However, selecting the right investments for your IRA can be challenging. In this article, we will explore some strategies to help you choose the best investments for your IRA.

Risk Tolerance 85

Risk Tolerance Investing Investments Retirement 85

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. These tools streamline complex processes such as tracking expenses, creating detailed budgets, and setting precise financial goals.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., Read More.

Taxes 244

Taxes Financial Planning Financial Advisor Clients 244

Abnormal Returns

OCTOBER 19, 2022

Investing A bear market provides different opportunities for different generations. awealthofcommonsense.com) Why now is a great time to get started investing. theguardian.com) Personal finance Helpful personal financial advice should not make you feel bad about yourself.

Financial Advice 146

Financial Advice Financial Planning Planning Investing 146

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. What should financial advisors do?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the future of the advisor conference.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 130

Abnormal Returns

JUNE 5, 2023

Podcasts Peter Lazaroff talks with Michael Kitces about the evolution of financial advice. peterlazaroff.com) Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. thinkadvisor.com) Fidelity Institutional’s alternative investments platform continues to garner assets.

Financial Advice 130

Financial Advice Financial Planning Retirement Portfolio 130

Nationwide Financial

NOVEMBER 10, 2022

When engaging in financial planning with your veteran and military clients, there are many unique obstacles and situations to consider. Not only will the lifestyle of military members differ from civilian clients, but there many financial benefits available to veterans from the U.S. Investing for veterans. government.

Financial Planning 52

Financial Planning Planning Education Clients 52

Abnormal Returns

JUNE 12, 2023

youtube.com) Daniel Crosby talks with Amy Mullen about five steps for values-based financial planning. etftrends.com) Robo-advice Why the SEC is scrutinizing robo advice. riabiz.com) Canadian private equity firm Altas Partners has agreed to invest in Mercer Global Advisors. kitces.com) M&A McKinsey & Co.

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

Nerd's Eye View

JANUARY 22, 2024

If clients and advisors approach issues with a fundamentally different psychology, then an advisor's 'comprehensive' advice may not address the client's actual problems. Fortunately, financial advicers can bridge these communication gaps in a few ways, starting with their discovery process.

Financial Advisor 220

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 220

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Nerd's Eye View

JULY 19, 2022

What's unique about Andrew, though, is how he, as a financial advisor with autism, has built a firm with a specialized niche of autistic and other neurodivergent clients, helping them navigate their unique and complex financial planning challenges.

Financial Advisor 244

Financial Advisor Clients Financial Planning Insurance 244

Nerd's Eye View

FEBRUARY 6, 2023

And be certain to read to the end, where we have provided an update to our popular “Financial AdvisorTech Solutions Map” (and also added the changes to our AdvisorTech Directory) as well!

B2B 228

B2B Financial Advice Clients Planning 228

WiserAdvisor

NOVEMBER 21, 2022

When working professionals cross over into their 30s and 40s, they often begin to receive advice from friends, family, and even strangers on the best ways to save and invest their money. What’s tricky about financial planning is that not every strategy is designed for every person. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Nerd's Eye View

FEBRUARY 14, 2024

However, by the 1970s, the "investment counsel" term had largely fallen out of use in favor of the more generic (and less regulated) "financial advisor", which grew in popularity as insurance and mutual fund salespeople began to co-opt the title and position themselves as "advisors" while still being both compensated and regulated as salespeople.

Retirement 131

Retirement Financial Advisor Insurance Sales 131

International College of Financial Planning

MAY 6, 2022

A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. CFP enables you to save big by learning better.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” The CFP Certification provides several benefits to a Certified Financial Planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

eMoney Advisor

MARCH 22, 2023

Despite the global and market upheaval over the past few years, millions of Americans have started investing. And 60 percent of young investors (ages 18–34) began investing after 2020. 1 Generations Y (Millennials) and Z are seeking financial advice today and they are likely to pursue providers who meet their needs now.

Financial Advice 84

Financial Advice Clients Financial Planning Assets 84

WiserAdvisor

OCTOBER 5, 2023

However, a vast majority of people still place their trust in human financial advisors with whom they can communicate face-to-face and receive pertinent financial advice. Advice via AI-powered robo-advisors AI-powered robo-advisors have become popular tools for managing investments.

Management 59

Management Financial Advice Financial Advisor Risk Tolerance 59

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. For example, your plan might call for a 60% allocation to stocks but with the gains that stocks have experienced you might now be at 70% or more. Financial Planning is vital. Maybe they’re right.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Zoe Financial

APRIL 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

International College of Financial Planning

JULY 20, 2022

CFP course helps to create professionals who are skilled in the field of Financial Planning, Investment Planning, Consultation Solutions, Personal Finance, etc. CFP courses include Finance Courses, Financial Planning Courses , Risk Analysis & Insurance Planning Courses, Tax & Estate Planning Courses, etc.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

MainStreet Financial Planning

JANUARY 25, 2023

Each chapter is filled with facts from history, psychology and sound financial advice that is good for anyone. The first idea—simple, but easy to overlook—is that building wealth has little to do with your income or investment returns, and lots to do with your savings rate.

Financial Advice 98

Financial Advice Financial Planning Planning Investing 98

Zoe Financial

MAY 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

International College of Financial Planning

DECEMBER 23, 2023

A financial advisor is a pivotal figure in the realm of investments and financial decision-making. These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Registration exams are required to talk to a customer or client.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. Fixed Fee A flat fee charged for a specific service.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52