Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. Of the many provisions in the bill, the so-called "Death of the Stretch" arguably received the lion's share of consternation from the financial advisor community.

Financial Advisor 231

Financial Advisor Estate Planning Nonprofit Taxes 231

Abnormal Returns

FEBRUARY 21, 2024

Rowe Price about non-financial considerations in retirement. morningstar.com) People work in retirement for any number of reasons. wsj.com) Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement." humbledollar.com) When should you hire a financial advisor?

Retirement 216

Retirement Retirement Planning Portfolio Management Financial Advisor 216

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” would be “How do I plan for retirement?“ Most Americans are covered by Social Security.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

WiserAdvisor

APRIL 12, 2024

The role of a financial advisor is indispensable in today’s world. These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. How to determine a good financial advisor-to-client ratio?

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

WiserAdvisor

DECEMBER 15, 2023

While the prospect of accumulating sufficient retirement income may appear daunting, hiring a professional can be beneficial. The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. How do financial advisors help in retirement income accumulation?

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

Steve Sanduski

APRIL 8, 2023

What’s your retirement number? Back in 2008, ING ran a “Your Number” marketing campaign with print, web, and TV ads showing different people busy with their daily routines carrying a large orange six- or seven-figure number in dollars. Imagine that you arrived at your number. Pick a number in your head.

Retirement Planning 52

Retirement Planning Retirement Planning Certified Financial Planner 52

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 164

Financial Advisor Retirement Planning CFP Clients 164

Nerd's Eye View

JULY 28, 2023

Also in industry news this week: The SEC released a proposal that would require firms to take steps to eliminate or neutralize conflicts of interest when using predictive data analytics tools with clients A recent study found that financial advisors remain the top source of financial advice for consumers, with social media coming in well behind From (..)

Financial Planner 234

Financial Planner Financial Advisor Retirement Planning Financial Advice 234

Nerd's Eye View

JANUARY 19, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% growth, as breakaway brokers and new advisors see the potential benefits of the RIA model.

Financial Planner 233

Financial Planner Fiduciary Duty Retirement Retirement Planning 233

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 223

Financial Advisor Financial Planner Insurance Clients 223

WiserAdvisor

SEPTEMBER 1, 2022

If you are thinking about why you should continue meeting with your financial advisor, you have already taken a big step toward securing your financial future – you have engaged the services of a professional. Now, how often you need to meet with your advisor depends on the degree of help needed by you.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner 240

Financial Planner CFP Financial Advisor Retirement Planning 240

Indigo Marketing Agency

DECEMBER 19, 2022

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Nerd's Eye View

OCTOBER 21, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, ”, by the end of the year. Social Security COLA for 2023.

Financial Planner 166

Financial Planner Retirement Planning Retirement Insurance 166

WiserAdvisor

AUGUST 18, 2023

When it comes to personal finance, the guidance of a financial advisor can help you in more ways than one. These experts have the necessary financial knowledge and expertise to help you make informed decisions about your money, investments, and future financial security. Financial advisors charge a fee for their services.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 222

Retirement Planning Compliance Startup Clients 222

Indigo Marketing Agency

AUGUST 23, 2023

These trendsetters now form the bulk of the global workforce, and as they ascend, they’re on the lookout for financial advisors who understand their evolving financial landscape. Beneath the surface, there are three compelling reasons why financial advisors should focus on millennials.

Financial Advisor 52

Financial Advisor Clients Retirement Planning Financial Advice 52

Nerd's Eye View

JANUARY 5, 2024

Also in industry news this week: Recent data show that RIAs are gaining on wirehouses in terms of advisor headcount and assets under management, with these trends expected to continue over the next several years The range of actions independent broker-dealers are taking to keep advisors under their umbrellas From there, we have several articles on (..)

Financial Planner 211

Financial Planner Retirement Retirement Planning Financial Advisor 211

Nerd's Eye View

AUGUST 5, 2022

Also in industry news this week: A study suggests that a significant number of brokers who are disciplined by FINRA are engaging in ‘regulatory arbitrage’ by moving to state-regulated insurance companies, making it more difficult for consumers to learn about their past infractions.

Financial Planner 205

Financial Planner Compliance Insurance Financial Advisor 205

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes 231

Taxes Planning Financial Advisor Strategic Planning 231

Park Place Financial

NOVEMBER 29, 2022

Retirement Planning 5 Ways to Catch Up on Retirement Planning Later in Life Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement is a significant investment, which is why so many financial experts recommend establishing goals and starting when still a younger adult.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work.

Financial Planner 222

Financial Planner Retirement Retirement Planning Advertising 222

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals.

Financial Planner 230

Financial Planner Retirement Retirement Planning Advertising 230

WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

Financial Advisor 59

Financial Advisor Retirement Asset Allocation Risk Tolerance 59

Nerd's Eye View

OCTOBER 20, 2023

Also in industry news this week: The latest update on the status of the Department of Labor's proposed regulation related to fiduciary advice on retirement accounts and why the agency is referring to it as a "retirement security rule" rather than a "fiduciary rule" A report suggests that RIA M&A surged in the 3rd quarter, as large acquirers resumed (..)

Financial Planner 218

Financial Planner Retirement Planning Retirement Healthcare 218

Nerd's Eye View

FEBRUARY 10, 2023

Also in industry news this week: The SEC this week released its 2023 examination priorities, which include its new marketing rule, Reg BI, and complicated investments The House of Representatives is considering legislation that would broaden the definition of who qualifies as an accredited investor and is potentially eyeing a role for financial advisors (..)

Financial Planner 215

Financial Planner CFP Certification Retirement Planning 215

The Chicago Financial Planner

FEBRUARY 6, 2022

You may be able to do everything online, otherwise contact the plan administrator at your company. There are a number of retirement plan options to consider. If you don’t have a retirement plan in place for yourself, do this today. You work way too hard not to be putting something away for retirement.

Retirement Planning 189

Retirement Planning Retirement Financial Planner Planning 189

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 221

Financial Planner Retirement Planning Financial Planning Budgeting 221

Nerd's Eye View

NOVEMBER 4, 2022

And while Schwab executives have asked advisors for patience amid the transition, some advisors currently on TD’s platform could choose from a range of alternative custodial options rather than be subsumed into the Schwab ecosystem.

Financial Planner 179

Financial Planner Financial Advisor Retirement Planning Medical 179

Nerd's Eye View

SEPTEMBER 9, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as Millennials grow their wealth, they could be increasingly turning to financial advisors for guidance.

Financial Planner 209

Financial Planner Retirement Planning Financial Advisor Education 209

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

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.

Retirement 240

Retirement Distribution Retirement Planning Asset Allocation 240

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner 206

Financial Planner Recruitment Retirement Planning Retirement 206

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 200

Taxes Retirement Planning Advertising Retirement 200

Fortune Financial

APRIL 11, 2024

According to the Department of Labor , “Based on the experience of Council members, and testimony and conversations with recordkeepers, the value of uncashed retirement plan checks likely exceeds $100 million per year but could be considerably larger.

Retirement 59

Retirement Retirement Planning Financial Advisor Education 59

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52