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 233

Financial Planner Retirement Retirement Planning Advertising 233

Nerd's Eye View

FEBRUARY 2, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Financial Planner 235

Financial Planner Compliance CFP Clients 235

Nerd's Eye View

OCTOBER 6, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

Financial Planner 246

Financial Planner CFP Certification Communication 246

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 233

Financial Planner Financial Advice Financial Advisor Tax Planning 233

Nerd's Eye View

DECEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Supreme Court heard arguments this week in the case of SEC v.

Financial Planner 220

Financial Planner Communication Estate Planning Wealth Management 220

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 242

Financial Planner Fee Only Commission Retirement Planning 242

Nerd's Eye View

FEBRUARY 10, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

Financial Planner 227

Financial Planner CFP Certification Retirement Planning 227

Nerd's Eye View

DECEMBER 8, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a new study from research firm Cerulli has found that investors' willingness to pay for financial advice has risen over the last 15 years, with more investors reporting using a financial advisor (and a decreasing share considering (..)

Financial Planner 220

Financial Planner Numbers Clients Wealth Management 220

Nerd's Eye View

APRIL 28, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)

Financial Planner 220

Financial Planner Certification Retirement Planning Retirement 220

Nerd's Eye View

APRIL 4, 2024

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. Beyond that, however, obligating financial planners to hire and train new advisors could create some unintended (and detrimental) consequences. In its most recent report on U.S.

Financial Planner 221

Financial Planner CFP Professional Services Financial Planning 221

Nerd's Eye View

SEPTEMBER 22, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Investment Adviser Association has petitioned the SEC to ask the regulator to change how it defines a small adviser from one with less than $25 million under management to a firm with 100 or fewer employees.

Financial Planner 229

Financial Planner Clients Taxes Numbers 229

Nerd's Eye View

JUNE 9, 2023

And given the opaque nature of many private investments, financial advisors could play an important role in helping their clients assess whether these opportunities make sense for their portfolio and broader financial plan.

Financial Planner 190

Financial Planner Financial Advisor License Retirement 190

Nerd's Eye View

FEBRUARY 17, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.

Financial Planner 222

Financial Planner Fiduciary Duty Retirement Planning Compliance 222

Nerd's Eye View

MARCH 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that amid economic and market headwinds, the pace of RIA M&A activity was slower in January and February compared to the same period last year. Read More.

Financial Planner 194

Financial Planner Retirement Clients Economics 194

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. The variety of ways individuals approach retirement, from choosing where to live to finding purpose in their daily lives.

Financial Planner 222

Financial Planner Strategic Planning Retirement Planning Retirement 222

Nerd's Eye View

JANUARY 13, 2023

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.

Financial Planner 194

Financial Planner Retirement Planning Compliance Retirement 194

Nerd's Eye View

NOVEMBER 11, 2022

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.

Financial Planner 204

Financial Planner Retirement Planning Compliance Clients 204

Nerd's Eye View

OCTOBER 14, 2022

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% for 2023, the largest COLA since 1981.

Financial Planner 232

Financial Planner Tax Planning Clients Accounting 232

Nerd's Eye View

APRIL 14, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that on the heels of introducing its own self-clearing platform and acquiring fellow RIA custodian Shareholder Services Group, Altruist announced that it raised $112 million in a series D funding round, bringing its total funding (..)

Financial Planner 200

Financial Planner Retirement Planning CFP Financial Planning 200

Nerd's Eye View

DECEMBER 2, 2022

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.

Financial Planner 194

Financial Planner Retirement Planning Retirement Financial Planning 194

Nerd's Eye View

DECEMBER 30, 2022

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” ” has brought a wide range of changes to the world of retirement planning. Enjoy the ‘light’ reading!

Financial Planner 223

Financial Planner Retirement Planning Clients Planning 223

Nerd's Eye View

OCTOBER 1, 2022

We also have a number of articles on retirement planning: Medicare Part B premiums are set to decline in 2023, providing seniors with a bit of relief in the current inflationary environment. How firms are approaching the opportunities and potential pitfalls of the SEC’s new marketing rule, which will be enforced starting November 4.

Financial Planner 212

Financial Planner Retirement Planning Advertising Taxes 212

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 223

Financial Planner Retirement Planning Financial Advisor Education 223

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations.

Financial Planner 191

Financial Planner Financial Advisor Retirement Planning Medical 191

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

JULY 14, 2023

Read More.

Financial Planner 239

Financial Planner Compliance Media Retirement Planning 239

Nerd's Eye View

JUNE 23, 2023

Read More.

Financial Planner 242

Financial Planner Recruitment Compliance Financial Advisor 242

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. You should never give your investment dollars directly to a financial advisor, they should always be sent directly to the custodian.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

International College of Financial Planning

FEBRUARY 23, 2024

In the professional domain of finance, the role of a financial planner has become increasingly pivotal. As individuals and businesses alike strive for financial stability and growth, the demand for skilled financial planners has surged.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

The Chicago Financial Planner

JANUARY 17, 2022

Annuities are often touted as the “cure” for all that ails your retirement. In a variable annuity, you can choose to invest your purchase payments from among a range of different investment options, typically mutual funds. An annuity can offer diversification in your retirement income stream.

Retirement 185

Retirement Insurance Financial Planner Taxes 185

The Chicago Financial Planner

FEBRUARY 5, 2022

Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. FINANCIAL WRITING.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

eMoney Advisor

DECEMBER 15, 2022

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. A Wave of Retirements Expected.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. As someone saving for retirement , what should you do now? During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.” FINANCIAL WRITING.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

International College of Financial Planning

APRIL 20, 2022

If you are a student looking to make a career in finance, becoming a financial planner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. This will help you determine how much money you have to save and invest.

Financial Planner 52

Financial Planner Certification Education Certified Financial Planner 52

Nerd's Eye View

FEBRUARY 14, 2024

However, by the 1970s, the "investment counsel" term had largely fallen out of use in favor of the more generic (and less regulated) "financial advisor", which grew in popularity as insurance and mutual fund salespeople began to co-opt the title and position themselves as "advisors" while still being both compensated and regulated as salespeople.

Retirement 131

Retirement Financial Advisor Insurance Sales 131

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? Fact-finding, retirement literacy, and leading with planning round out the list of hot topics for 2022. 6 Effective Financial Professional Prospecting Tactics. Financial Planning for Millennials. Hint: It goes well beyond their investment portfolio.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52