Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.
Weekend Reading For Financial Planners (December 21–22)
Nerd's Eye View
DECEMBER 20, 2024
Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.
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Weekend Reading For Financial Planners (June 28–29)
Nerd's Eye View
JUNE 27, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that a recent study finds that while financial advisory firms on the whole have seen strong AUM growth in recent years, strong market performance might be masking organic growth challenges among many firms (though, notably, (..)
Weekend Reading For Financial Planners (January 11–12)
Nerd's Eye View
JANUARY 10, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)
Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)
Weekend Reading For Financial Planners (March 22–23)
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
Weekend Reading For Financial Planners (April 12–13)
Nerd's Eye View
APRIL 11, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the U.S. Senate has confirmed Paul Atkins to be the next Chair of the Securities and Exchange Commission (SEC).
Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
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 will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand with the public and encourage (..)
Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?
Nerd's Eye View
JUNE 12, 2025
Tax planning often fits the 'kind environment' model: The rules are relatively stable, outcomes repeat annually, and feedback is immediate (e.g., Investment planning falls into this camp; a client who makes a risky bet and sees strong returns might conclude the strategy is sound, even if it was more luck than skill.
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in. What is the CFP Certification?
When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)
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.
The Reboot and Rebrand of Advisor Today
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.
Personal finance links: impractical advice
Abnormal Returns
MARCH 26, 2025
podcast.moneywithkatie.com) Investing Everyone needs an investing plan, even a mediocre one. axios.com) Personal finance How to get the most out of working with a financial planner. (peterlazaroff.com) Dan Harris talks with Jordan Harbinger about how to network in a non-icky way.
Weekend Reading For Financial Planners (December 14–15)
Nerd's Eye View
DECEMBER 13, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees bringing (..)
Weekend Reading For Financial Planners (August 31–September 1)
Nerd's Eye View
AUGUST 30, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)
Weekend Reading For Financial Planners (September 9-10)
Nerd's Eye View
SEPTEMBER 8, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC this week issued a risk alert outlining how it selects firms to examine, the areas it focuses on during exams, and how it chooses which firm documents to request, details that could ultimately help firms (..)
Weekend Reading For Financial Planners (August 26-27)
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.
Weekend Reading For Financial Planners (Sept 24-25)
Nerd's Eye View
SEPTEMBER 23, 2022
A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. 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.
Weekend Reading For Financial Planners (September 30-October 1)
Nerd's Eye View
SEPTEMBER 29, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that RIA custodial platform Altruist announced that it is offering its portfolio accounting software for free to advisors who custody with the firm, offering the opportunity to advisory firms to reduce the costs of their tech stacks (..)
Weekend Reading For Financial Planners (August 12-13)
Nerd's Eye View
AUGUST 11, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)
Weekend Reading For Financial Planners (Jan 14-15)
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.
Weekend Reading For Financial Planners (November 4-5)
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.
Weekend Reading For Financial Planners (August 3-4)
Nerd's Eye View
AUGUST 2, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),
Weekend Reading For Financial Planners (February 24-25)
Nerd's Eye View
FEBRUARY 23, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)
Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)
Weekend Reading For Financial Planners (Nov 5-6)
Nerd's Eye View
NOVEMBER 4, 2022
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. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.
Weekend Reading For Financial Planners (Aug. 3-4)
Nerd's Eye View
AUGUST 2, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a Federal district court in Texas has put a stay on the effective date of the Department of Labor’s (DoL’s) new Retirement Security Rule (aka “Fiduciary Rule 2.0”),
Weekend Reading For Financial Planners (March 9-10)
Nerd's Eye View
MARCH 8, 2024
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)
Weekend Reading For Financial Planners (June 8-9)
Nerd's Eye View
JUNE 7, 2024
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.
Weekend Reading For Financial Planners (June 29-30)
Nerd's Eye View
JUNE 28, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study found that at a time when the number of SEC-registered broker-dealers and their registered representatives is declining, the number of SEC-registered RIAs, their assets under management, and the number of (..)
The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
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.
The Impact of Financial Planner Certification or CFP® on Career Growth
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.
An Exclusive Talk on New Certified Financial Planner (CFPCM) Certification With Mr Arun Thukral, Former MD & CEO – Axis Securities
International College of Financial Planning
JANUARY 18, 2023
.” Today’s businesses require financial advice to fulfill their financial objectives. Selecting a career as a “financial planner” will aid in opening doors to success. If you are aspiring to become a successful financial planner? Consider the CFP course. He discussed his insights.
Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners
International College of Financial Planning
DECEMBER 9, 2024
The financial planning industry has witnessed remarkable growth, making the Certified Financial Planner (CFP) certification increasingly valuable for professionals seeking to advance their careers. It helps build credibility, expand networks, and develop essential business relationships.
Why Certified Financial planners are the 1st choice Globally for Personal Assets Management
International College of Financial Planning
JULY 30, 2022
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.
Advice-only financial planners are stealing the show!
Sara Grillo
MAY 23, 2022
What’s up with these “advice-only financial planners?” I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? The benefits of advice-only financial planners.
Why is the CERTIFIED FINANCIAL PLANNER™ Designation Important to Us?
Tobias Financial
JULY 11, 2023
At Tobias Financial Advisors, we believe that trust and vetted experience are the foundation of our business. That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. appeared first on www.tobiasfinancial.com.
Strategies for Navigating the Financial Services Industry With John D. Richardson
NAIFA Advisor Today
DECEMBER 20, 2023
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.
CFP® Certification Course: From Novice to Expert in Holistic Financial Planning
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
Considering Tax Loss Harvesting? What You Need to Know First
Carson Wealth
OCTOBER 26, 2022
As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting. I sort of think of tax loss harvesting as the eharmony of investment planning. A net neutral tax position.
The Benefits of Investing in Mutual Funds in India
International College of Financial Planning
MARCH 13, 2023
Professional Management: Mutual funds are professionally managed investments, diversified across various assets, to help investors reach their financial goals. Flexibility: Mutual funds are flexible investments that allow investors to invest as little as Rs.
How CFP® Courses Can Transform Your Approach to Financial Planning
International College of Financial Planning
DECEMBER 29, 2024
The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.
4 Financial Strategies to Leverage if your Portfolio is Worth Millions
Park Place Financial
MARCH 10, 2022
Park Place Financial offers customized investment planning services to help each client achieve their financial goals while minimizing risk. Our certified financial planners (CFPs) can analyze your income to determine which investments may generate the most cash flow for the future. Related Posts.
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