Wealth Management

JULY 31, 2025

As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. Raymond James Practice Mercer Advisors Lands $1.2B Their daughter, Sydney, and son, Sam, are professionals in Chicago. Brian earned his B.S. in Business Administration from University of Missouri-Columbia.

Wealth Management

Darrow Wealth Management

NOVEMBER 4, 2024

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest.

Financial Advisor

Clever Girl Finance

DECEMBER 23, 2024

That’s where financial planning for freelancers comes in. As a freelancer, youre your own boss, accountant, and financial planner all rolled into one. Table of contents Why financial planning for freelancers is crucial 1. Secure health insurance and other benefits 7. Create a realistic budget 2.

Budgeting

Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Do you have a unique situation?

Fee Only

Wealth Management

AUGUST 12, 2025

The best financial advice still comes from someone who knows your story, not from a spreadsheet.” Brandon Galici, founder and financial planner at Galici Financial in San Juan Capistrano, Calif., 12, 2025) 11 Investment Must Reads for This Week (Aug.

Wealth Management

International College of Financial Planning

JULY 11, 2025

The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight. It builds a mindset.

CFP

Dear Mr. Market

AUGUST 14, 2025

Read more : RETIRE Right: Six Keys to a Stronger Financial Plan Click here to see the full 18 minute video presentation. This also ties into insurance as your first line of defense against life’s “what-ifs.” E – Expenses Know what you spend now and what you expect to spend in retirement.

Financial Planning

International College of Financial Planning

JUNE 5, 2025

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. Are you trained to discuss term insurance but hesitant to ask about family dynamics? • And honestly, most advisors don’t get trained for that. It’s not just a certification. Its a whole new way of thinking.

Wealth Management

NAIFA Advisor Today

AUGUST 6, 2025

Craig Wright is a financial advisor with Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

Certified Financial Planner

Tobias Financial

FEBRUARY 11, 2025

The pebbles represent important things that are not necessarily goals, such as rent, car insurance, cell phone, food, and utilities. In this metaphor, the big rocks are the things that are most important to you goals like retirement, buying a home, higher education, or an annual vacation.

Accounting

Steve Sanduski

APRIL 8, 2025

What does your insurances look like?’ ’ All the things that any financial planner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands. What’s their relationship with money? Do you have an estate plan?

Communication

International College of Financial Planning

JUNE 17, 2025

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.

Compliance

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner 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.

Financial Planner

Your Richest Life

MAY 20, 2025

In recent years, getting professional help for your mental well being has become more accessible than ever, and more widely covered by health insurance companies. Check out LetsMakeaPlan.org for a list of certified financial planners that suit your needs.

Management

Workable Wealth

OCTOBER 14, 2020

Financial planning can help bypass mistakes and unnecessary errors in your money life. A healthy financial plan ensures all of your bases are covered in an emergency. A financial planner can illuminate these fees and carve a path that makes the most sense for you.

Financial Planning

Trade Brains

JUNE 16, 2025

Annuity Plans from Insurance Companies Overview: Annuity policies offer assured monthly/quarterly payments throughout life or for a specific term. Every retiree has a unique financial condition, healthcare requirements, and personal goals in life. Property management can also be outsourced by seniors to make things easy.

Retirement

Nerd's Eye View

AUGUST 8, 2025

in 2024) but organic growth falling short of targets (an average of 3.1% below the average firm growth goal of 10.0%).

Financial Planner

Nerd's Eye View

DECEMBER 30, 2024

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

International College of Financial Planning

JUNE 27, 2025

She should be aware of the power of compounding and the impact it can have on her long-term financial well-being. When you are the sole parent, it becomes even more important to outline who will inherit your assets, how your child’s guardianship will be managed, and how your financial intentions will be carried out.

Estate Planning

MainStreet Financial Planning

MAY 18, 2025

As financial planners, we encourage our clients and readers to plan ahead. Apply for government benefits like Medicaid? Spend a huge amount of their savings on healthcare premiums and deductibles/co-payments? It’s showing up as the top concern in current political polling. Several studies put this at $601,000 and beyond.

Healthcare

Harness Wealth

APRIL 16, 2025

Many financial planners view Roth conversions as a hedge against future tax increases, considering current federal debt levels and projected entitlement spending. This insurance against potentially higher future tax rates adds another layer of value to the conversion decision.

Taxes

Nerd's Eye View

NOVEMBER 8, 2024

strengthened rules related to custody and outsourcing) and broader regulatory efforts put forth by the Biden administration that could also affect advisory firms (e.g.,

Financial Planner

Indigo Marketing Agency

JUNE 14, 2025

Bryan has developed a strong network of Centers of Influence (COIs), including estate planning attorneys , CPAs, insurance professionals, and business consultants, by leading with trust, not transactions. Want a financial planner who brings the right attitude (and the right network) to the table? Real Collaboration.

Financial Advisor

Nerd's Eye View

DECEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - 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.

Financial Planner

Wealth Management

AUGUST 7, 2025

To put it in perspective, the average financial planner brings on maybe six or seven clients a year. We have a recurring revenue stream that’s consistent and profitable, and I don’t see any reason why that wouldn’t be a very attractive business for somebody to buy. We also advise on over $1 billion in assets.

Wealth Management

WiserAdvisor

AUGUST 12, 2025

These come with tax advantages and will give your child a financial cushion. e. Do not forget insurance either Life insurance becomes crucial once you have dependents. A life insurance plan can ensure your family is financially secure if anything happens to you. That way, you will diversify your tax exposure.

Financial Planning

Nerd's Eye View

AUGUST 5, 2022

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). How advisors can support clients in choosing a Medigap policy.

Financial Planner

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Financial Planner

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner

Nerd's Eye View

SEPTEMBER 23, 2022

From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market. A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision.

Financial Planner

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

Financial Planner

Nerd's Eye View

NOVEMBER 3, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

Financial Planner

Nerd's Eye View

OCTOBER 20, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study from Fidelity Institutional highlights the growing popularity of the RIA model and the success advisors have had after going independent.

Financial Planner

Nerd's Eye View

JUNE 30, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

Financial Planner

Nerd's Eye View

APRIL 12, 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 many small- and mid-sized advisory firms that use "supported independence" platforms for their technology and back-office needs, have the potential to see greater growth in the years ahead given (..)

Financial Planner

Nerd's Eye View

MAY 26, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that while banks have been able to attract a younger and more diverse set of financial advisors compared to the rest of the industry, thanks in part to their built-in referral stream, a relative lack of independence (..)

Financial Planner

Wealth Management

NOVEMBER 1, 2022

Our panel of industry experts explores when and why it may make the most sense for financial planners to include advice and insurance services in their menu of client services.

Insurance