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 228

Financial Planner Retirement Retirement Planning Clients 228

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 159

Financial Planner Compliance Commission Retirement 159

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 193

Financial Planner Risk Tolerance Estate Planning Clients 193

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! 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 179

Financial Planner CFP Retirement Retirement Planning 179

Yardley Wealth Management

JANUARY 21, 2025

The post Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. Is Talking to a Financial Planner Worth It? Exploring the Benefits of Professional Financial Advice Introduction “Is talking to a financial planner worth it?”

Financial Planner 52

Financial Planner Financial Planning Planning Retirement Planning 52

Wealth Management

JUNE 27, 2025

Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech.

Wealth Management 191

Wealth Management Estate Planning Startup Financial Planning 191

MainStreet Financial Planning

MARCH 7, 2025

The two most common pricing models are fee-only financial planners (flat-fee or fixed-fee advisors) and AUM-based financial advisors (who charge a percentage of assets under management). Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

International College of Financial Planning

JULY 2, 2025

In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. This is where competent, ethical, and client-first financial planners step in.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. She ended up investing over $1 million with me.

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Nerd's Eye View

NOVEMBER 6, 2024

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning.

Clients 130

Clients Planning Financial Planner Financial Planning 130

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. Independent firm.

Fee Only 54

Fee Only Financial Advisor Certified Financial Planner Financial Planner 54

Clever Girl Finance

DECEMBER 23, 2024

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for retirement 5. Create a realistic budget 2.

Budgeting 52

Budgeting Financial Planning Planning Insurance 52

Trade Brains

JUNE 16, 2025

Retirement sets in motion a new life—one that promises freedom from day-to-day grind but also requires prudent planning of finances. Thankfully, India provides a range of safe and sound passive income alternatives designed exclusively for retired citizens. Investment Limit: ₹9 lakh in a single account; ₹15 lakh for a joint account.

Retirement 52

Retirement Taxes Government Retirement Planning 52

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 40

CFP Financial Planner Certification Marketing 40

International College of Financial Planning

MARCH 12, 2025

Unlike their predecessors, they are tech-savvy, investment-curious, and financially independent-inded. But they also have a mild addiction to online shopping, an over-reliance on BNPL schemes, and a tendency to take financial advice from influencers who may or may not know what theyre talking about.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

International College of Financial Planning

JULY 9, 2025

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

CFP 40

CFP Wealth Management Certification Asset Allocation 40

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Hosting webinars or online workshops that teach potential clients about important financial topics and show that the RIA is a leader in the field.

Marketing 52

Marketing Marketing Media Engineering 52

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

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. This ensures regulatory clarity on capital flow classification, taxation, and foreign investment thresholds.

Compliance 40

Compliance Education Economics Investing 40

Financial Symmetry

JUNE 18, 2025

Today, she is known not only for her technical expertise but also for her remarkable ability to listen deeply, celebrate milestones, and understand the human side of financial decision-making. A few favorites include: Stop the Show Investing, Not Gambling Capital One Data Breach Are You a Spite Spender?

Certified Financial Planner 57

Certified Financial Planner CFP Education Financial Planner 57

Abnormal Returns

APRIL 28, 2025

kitces.com) Cameron Passmore and Benjamin Felix talk with Jason Pereira about the true role of a financial planner. rationalreminder.libsyn.com) Custodians Altruist has raised $152 million in a Series F round that values the registered investment advisor custodian at $1.9 riabiz.com) The strategy behind Robinhood Strategies.

Financial Planner 147

Financial Planner Compliance Investment Advisor Consulting 147

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. What’s their relationship with money?

Communication 52

Communication Engineering Financial Planning Clients 52

Workable Wealth

OCTOBER 14, 2020

A financial plan looks at your assets and liabilities, short-term and long-term needs, as well as your goals to structure your finances in a way that suits you. Want to retire early? Financial planning shatters many allusions you might have about how money works. Emotional Investment Choices.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

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. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. They need context, not complexity. What truly matters to you?

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Harness Wealth

APRIL 30, 2025

Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. net investment income tax, compared to ordinary income rates of up to 37%. Buyers, however, may inherit more risk, which can affect the sale price or deal structure.

Taxes 52

Taxes Planning Tax Planning Sales 52

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 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Indigo Marketing Agency

MARCH 19, 2025

Instead of a headline like Optimize Your Wealth Portfolio for Maximum Returns, try something easier to comprehend like: Grow Your Retirement Savings Faster. Example: Instead of: Financial freedom is just a strategy awayfind out how to make your money work for you. Write as if youre talking to a friend, not an investment banker.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 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. Are many of them business owners, retired individuals, or younger workers aiming to build their wealth? What do they share?

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. This flexibility becomes increasingly valuable as your retirement portfolio grows more complex.

Taxes 52

Taxes Retirement Planning Retirement Distribution 52

Validea

FEBRUARY 18, 2025

Through selected clips from multiple interviews, they unpack Karsan’s unique insights on markets, investing, and risk management.

Marketing 52

Marketing Marketing Risk Management Retirement 52

Midstream Marketing

NOVEMBER 12, 2024

For example, you could help young families save for college, assist people close to retirement with their income, or guide business owners in planning for the future. This helps them get the best return on their investment. Learn what kind of financial planning they may need from a financial planner.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52

Workable Wealth

MARCH 18, 2020

A 401(k) is a retirement savings vehicle sponsored by your employer. Through your 401(k), you’re able to contribute funds and invest them according to your risk tolerance and retirement timeline. In fact, many people contribute on auto-pilot without updating their investing preferences, if they contribute at all.

Risk Tolerance 52

Risk Tolerance Retirement Accounting Taxes 52

MainStreet Financial Planning

MAY 18, 2025

A 2024 study of potential retirees funded by Fidelity Investments found that they were retiring four years before they planned. As financial planners, we encourage our clients and readers to plan ahead. Most of them had not qualified for Medicare because of age. What are boomers going to do?

Healthcare 52

Healthcare Financial Planner Budgeting Retirement 52

International College of Financial Planning

JUNE 27, 2025

A single mother must have a clear understanding of what she earns, where it goes, and how to invest it effectively. She should be aware of the power of compounding and the impact it can have on her long-term financial well-being.

Estate Planning 40

Estate Planning CFP Insurance Financial Planning 40

Dear Mr. Market

DECEMBER 3, 2024

As someone deeply entrenched in financial planning and chronologically standing on the threshold of pre-retirement, the book was more than just a leisure read—it was a revelation. How it Impacts Financial Planning From the perspective of a financial planner, Die with Zero isn’t a rejection of planning; it’s a reframing.

Financial Planner 59

Financial Planner Retirement Planning Retirement Financial Planning 59

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? The big bonus?

Taxes 52

Taxes Financial Planner Wealth Management Retirement 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