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Weekend Reading For Financial Planners (Jan 28-29)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

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Weekend Reading For Financial Planners (Jan 21-22)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

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Weekend Reading For Financial Planners (Dec 17-18)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (Jan 7-8)

Nerd's Eye View

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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

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”,

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Weekend Reading For Financial Planners (Jan 14-15)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry.

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Weekend Reading For Financial Planners (Nov 19-20)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023.

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Weekend Reading For Financial Planners (Oct 15-16)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Cost Of Living Adjustment (COLA) for Social Security beneficiaries will be 8.7%

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Weekend Reading For Financial Planners (Dec 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.

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Weekend Reading For Financial Planners (Oct 29-30)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has proposed a rule that would require RIAs to conduct enhanced due diligence and recordkeeping when using certain outsourced investment management services and other third-party service providers.

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Weekend Reading For Financial Planners (Nov 12-13)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that as enforcement of the SEC’s new marketing rule began on November 4, advisory firms are taking a variety of approaches.

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Weekend Reading For Financial Planners (Sept 24-25)

Nerd's Eye View

How DPL Financial Partners’ growth is a sign of advisor interest in fee-based annuities.

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Weekend Reading For Financial Planners (Aug 27-28)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Biden Administration has released a series of long-anticipated Federal student loan relief measures.

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Weekend Reading For Financial Planners (July 30-31)

Nerd's Eye View

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Weekend Reading For Financial Planners (Aug 20-21)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

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Weekend Reading For Financial Planners (Aug 20-21)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the FPA is planning to leave the Financial Planning Coalition (which also includes the CFP Board and NAPFA) at the end of the year.

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Weekend Reading For Financial Planners (Aug 27-28)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Biden Administration has released a series of long-anticipated Federal student loan relief measures.

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Weekend Reading For Financial Planners (Oct 8-9)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid the current bear market, usage of robo-advisors and other digital advice tools has plummeted, according to a recent study.

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Weekend Reading For Financial Planners (Sept 17-18)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a report from Future Proof, dubbed the “world’s largest wealth festival”, held this week on(!)

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Weekend Reading For Financial Planners (Nov 5-6)

Nerd's Eye View

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly.

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Weekend Reading For Financial Planners (Sept 10-11)

Nerd's Eye View

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.

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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

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Weekend Reading For Financial Planners (Dec 31-Jan 1)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the passage of “SECURE Act 2.0”

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Weekend Reading For Financial Planners (Aug 6-7)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI).

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Weekend Reading For Financial Planners (Oct 22-23)

Nerd's Eye View

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”,

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Weekend Reading For Financial Planners (Aug 13-14)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

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Weekend Reading For Financial Planners (July 16-17)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that investors this year have filed 37 arbitration cases with FINRA related to alleged violations of Regulation Best Interest (Reg BI).

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Weekend Reading For Financial Planners (Aug 13-14)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the U.S.

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Weekend Reading For Financial Planners (July 9-10)

Nerd's Eye View

We also have a number of articles on cash flow management: How advisors can work with younger clients who want to financially support their parents or other loved ones.

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Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA.

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An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities

International College of Financial Planning

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.” CFP Financial Advisor Financial Planner

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How do financial planners add value?

Steven J. Wilson

Financial planners add value by choosing a niche audience and understanding that niche so well that they can provide their clients with actionable advice. The post How do financial planners add value?

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FPA Seeks Title Protection for Financial Planners

Wealth Management

Title protection, which is supported by 78% of FPA members, would create minimum standards for the use of the term "financial planner.&

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Top Estate Planning Resources for Financial Planners

eMoney Advisor

As a financial planner, you may also dread conversations about “getting affairs in order” for a client. Financial advisors can get white-labeled versions of this resource for their clients.

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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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How Financial Planners Can Help Uplift Communities

Wealth Management

Providing ethical, competent financial planning is an immediate and direct step to help your community improve its financial resilience

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A Promising Picture for Financial Planner Job Growth

eMoney Advisor

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. Financial Planner Job Growth in the Next Decade.

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What Financial Planners Are Reading: Top 10 Articles of 2022

eMoney Advisor

What were financial planners interested in reading this year? 6 Effective Financial Professional Prospecting Tactics. Financial Planning KPIs Your Firm Should Be Tracking. Growing Your Financial Planning Practice by Leading with Planning.

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Kitces & Carl Ep 94: Is Being A Financial Planner A Service Business Or An Intellectual Property Business?

Nerd's Eye View

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client. However, the advice given to clients is not always the only useful offering provided, as the process through which financial advisors deliver their advice can also be an important part of their value proposition.