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Regulation requires us to lead with advice, not products  

Million Dollar Round Table (MDRT)

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone.

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Choosing the Right Business Structure: A Financial Planner’s Guide

Yardley Wealth Management

As a financial planner, your guidance is essential in helping clients minimize risks and maximize financial benefits. Management and Control Sole proprietorships and partnerships offer direct control, while corporations and LLCs require formal governance. Flexibility: LLCs can choose their tax structure.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

Family structures, governance, income streams, diversification. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations.

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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

Introduction to GIFT City and Its Legal-Economic Status The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country.

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Healthcare Costs Can Shock Retirees

MainStreet Financial Planning

A study by the Kaiser Foundation reported that fewer government and fewer private employers provide retiree health care coverage than in the past. Apply for government benefits like Medicaid? As financial planners, we encourage our clients and readers to plan ahead. What are boomers going to do?

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Weekend Reading For Financial Planners (September 7–September 8)

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 Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

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Weekend Reading For Financial Planners (June 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 recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.