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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

How advisory firms charge for financial advice has long been a central question in the profession. Now, as financial advicers expand their services beyond traditional planning into more holistic, personalized advice, the very definition of financial advice continues to evolve.

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services.

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

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?

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Elevate Your Game: New Financial Advisor Prospecting Methods

Midstream Marketing

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.

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The Best Content for Financial Advisors to Attract Clients in 2025

Indigo Marketing Agency

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. Check out one of our clients’ free guide landing pages we built for them.

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CFA or CFP?

A Wealth of Common Sense

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.

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