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 (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Commission 246

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

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%

Financial Planner 229

Financial Planner Commission Communication Clients 229

Nerd's Eye View

NOVEMBER 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that amidst a rare change in leadership at Charles Schwab, the outgoing and incoming CEOs hinted at relatively minor changes during remarks for advisors at its annual IMPACT conference this week, including an increased focus on lending (..)

Financial Planner 246

Financial Planner Retirement Retail Retirement Planning 246

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

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).

Financial Planner 163

Financial Planner Communication Commission Clients 163

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

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.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

Nerd's Eye View

JANUARY 17, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Nerd's Eye View

MARCH 28, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates that 70% of affluent financial advisory clients who believe their advisor is always obligated to act as a fiduciary indicated they are satisfied with their relationship and aren't seeking out a new advisor, (..)

Financial Planner 229

Financial Planner Retirement Retirement Planning Clients 229

Nerd's Eye View

MARCH 14, 2025

Which, if implemented under the new administration, could provide relief for investment advisers, particularly smaller firms that already have to balance compliance with client service, marketing, and the other duties that go into running a firm.

Financial Planner 163

Financial Planner Compliance Commission Retirement 163

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner 196

Financial Planner Risk Tolerance Estate Planning Clients 196

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 183

Financial Planner CFP Financial Advisor Retirement 183

Wealth Management

JUNE 27, 2025

Number 8860726. WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

Nerd's Eye View

JANUARY 20, 2025

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

Financial Advisor 247

Financial Advisor Financial Advice Financial Planner Estate Planning 247

Midstream Marketing

NOVEMBER 7, 2024

Key Highlights Learn how to improve your financial planner’s online visibility by using SEO and SEM wisely. Introduction In financial planning, it is key to know about search engine optimization (SEO) and search engine marketing (SEM). Digital marketing strategies are crucial for the success of financial planners.

Financial Planner 52

Financial Planner Engineering Financial Planning Budgeting 52

Indigo Marketing Agency

JUNE 3, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. SEO is always a great investment. Case in point, Kevin Brown.

Financial Planner 52

Financial Planner Certified Financial Planner Marketing Marketing 52

Nerd's Eye View

NOVEMBER 6, 2024

Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients' personal priorities and life goals. The process begins by helping clients define their core values.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. SEO is always a great investment. Case in point, Kevin Brown.

Financial Planner 96

Financial Planner Certified Financial Planner Marketing Marketing 96

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. You learn to think beyond numbers. As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight.

CFP 40

CFP Financial Planner Certification Marketing 40

Midstream Marketing

DECEMBER 6, 2024

Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. Registered Investment Advisers (RIAs) have to follow several SEC rules. This is very important when you discuss investment results or share testimonials. For example, you can use tools like Google Analytics.

Marketing 52

Marketing Marketing Media Engineering 52

International College of Financial Planning

JULY 16, 2025

Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context. At times, we get overwhelmed on How to start investing?

Investments 40

Investments Investing Retail Assets 40

Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Discipline Funds

JULY 14, 2025

We make up for a lot of that shortfall in the way that we invest well and those investments have grown enormously over time, but relying on persistent asset growth isn’t the most sustainable planning program either. But I reverse engineered the numbers on this article. But I reverse engineered the numbers on this article.

Healthcare 66

Healthcare Planning Financial Planner Financial Planning 66

International College of Financial Planning

JUNE 5, 2025

We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. More than numbers — it’s about achieving peace of mind. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Harness Wealth

APRIL 30, 2025

net investment income tax, compared to ordinary income rates of up to 37%. Professional tax planning for your exit Building a qualified advisory team, comprising tax specialists, attorneys, and financial planners, provides the expertise necessary to successfully navigate complex exit tax strategies.

Taxes 52

Taxes Planning Tax Planning Sales 52

Workable Wealth

OCTOBER 14, 2020

A financial plan can define your current savings plan, investment allocations, risk profile, desired lifestyle, projected expenses, and more to achieve that goal. Financial planning shatters many allusions you might have about how money works. Financial planning can help bypass mistakes and unnecessary errors in your money life.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Your Richest Life

MAY 20, 2025

Investing in therapy can also be beneficial for your mental health, especially during stressful times. Getting everyone on the same page can be a huge help in reducing money stress Try to avoid internet forums or investment gurus when youre seeking out money advice.

Management 52

Management Certified Financial Planner Financial Planning Planning 52

Midstream Marketing

OCTOBER 29, 2024

Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs?

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Midstream Marketing

NOVEMBER 12, 2024

Split your mailing list into groups based on demographics, financial goals, or interests. You should provide a phone number to book a consultation. Creating Educational Content for Financial Literacy Promotion Positioning yourself as someone trusted in finance can attract potential clients. Don’t just share facts and numbers.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Midstream Marketing

DECEMBER 16, 2024

By using smart methods, financial planners can draw in the right prospects and help generate new leads to turn them into loyal clients. Monitoring these numbers regularly can reveal areas for improvement. Effective digital marketing strategies for financial advisers include these key areas: Build a strong online presence.

Financial Advising 52

Financial Advising Marketing Marketing Media 52

Indigo Marketing Agency

MARCH 19, 2025

Write as if youre talking to a friend, not an investment banker. Use bullet points or numbered lists to break down information. Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

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 240

Financial Advisor Insurance Tax Planning Taxes 240

Hubly

JULY 15, 2025

A misspelled name or transposed account number can halt onboarding and require clients to repeat steps they thought were finished. Reduce NIGO Errors, Worry Less There’s a better way — investing in the right tools on the front end can save you precious time, resources, and even your hair.

Compliance 52

Compliance Accounting Clients Communication 52

Nerd's Eye View

JUNE 20, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Senate Republicans this week released their version of major tax legislation, following the passage of similar legislation in the House of Representatives last month.

Financial Planner 223

Financial Planner Taxes Retirement Planning Clients 223

Yardley Wealth Management

OCTOBER 15, 2024

Between soccer practice, homework, and snack time, planning for your child’s financial future might feel like something to worry about later. But what if I told you there’s a way to give your kids a head start on their financial independence now? So, why not channel your inner celebrity financial planner?

Taxes 52

Taxes Financial Planner Wealth Management Retirement 52

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Once you have a solid list, separate it by what clients want or their investment goals.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52