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Enjoy the current installment of "Weekend Reading For FinancialPlanners" – this week's edition kicks off with the news that a recent survey of U.S. Enjoy the current installment of "Weekend Reading For FinancialPlanners" – this week's edition kicks off with the news that a recent survey of U.S.
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week’s edition kicks off with the news that a recent study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, (..)
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
Enjoy the current installment of "Weekend Reading For FinancialPlanners" – this week's edition kicks off with the news that while overall financialadvisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
There is no shortage of written content available for financialadvisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. those who are in the business of selling their financial advice as opposed to financial products).
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).
Enjoy the current installment of "Weekend Reading For FinancialPlanners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
Which could create opportunities for firms to seek opportunities to move 'upmarket' by trying to add new HNW clients who might not have an advice relationship (or whose current advisor doesn't provide sufficiently comprehensive service).
Looking to find fiduciary financialadvisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financialadvisor. What is a fiduciary advisor?
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
When starting to search for a financialadvisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financialadvisor or wealth manager, its probably because you know fee-only advisors don’t sell products.
Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financialplanner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech.
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Marketing for FinancialPlanners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financialplanners. She ended up investing over $1 million with me.
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10 Growth Marketing Strategies for FinancialPlanners in 2025 The new year wipes the slate clean and gives financialplanners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. Case in point, Kevin Brown. And new leads and clients keep coming.
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That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financialplanner all rolled into one. Save more during high-earning months When you have a lucrative month, allocate the extra income to savings, investments, or your emergency fund to cover leaner periods.
By adopting these campaigns, advisors can achieve better results, connect with their target audience, and grow their business successfully. Introduction In todays challenging market, financialadvisors need strong financialadvisor marketing strategies. They must attract potential clients attention.
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.
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This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets. This ensures regulatory clarity on capital flow classification, taxation, and foreign investment thresholds.
We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. And honestly, most advisors don’t get trained for that. Where CFP® Really Comes In This is where the Certified FinancialPlanner (CFP®) certification makes a real difference.
Richardson is a financialplanner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.
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Investing in therapy can also be beneficial for your mental health, especially during stressful times. Getting everyone on the same page can be a huge help in reducing money stress Try to avoid internet forums or investment gurus when youre seeking out money advice.
Encourage advisors, clients, and back-office staff to use solutions that track real-time progress. Reduce NIGO Errors, Worry Less Thereâs a better way â investing in the right tools on the front end can save you precious time, resources, and even your hair. Related Blog Posts How Can Advisors Stay Current With New Technology?
Each week in Weekend Reading For FinancialPlanners, we seek to bring you synopses and commentaries on 12 articles covering news for financialadvisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
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Many financialplanners view Roth conversions as a hedge against future tax increases, considering current federal debt levels and projected entitlement spending. This approach allowed for optimization based on actual investment results rather than projections.
Between soccer practice, homework, and snack time, planning for your child’s financial future might feel like something to worry about later. But what if I told you there’s a way to give your kids a head start on their financial independence now? So, why not channel your inner celebrity financialplanner?
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with the news that President Trump's tariff announcement on Wednesday and the subsequent market decline have led many financialadvisors to reassure clients that they are implementing their pre-determined plans for such circumstances.
I had a friend that worked there, so I was a couple of years out of school in investor relations at Sunoco, and then I had a friend who said, you know, if you wanna get more into finance and investments, we have an opening at Vanguard. So I joined in the corporate division as an investment analyst. I think you’d really like it.
Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler.
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