Nerd's Eye View

AUGUST 18, 2023

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 consumers are increasingly likely to spread their portfolios across a range of asset managers, and that this trend is particularly pronounced amongst more affluent clients (e.g.,

Financial Planner 214

Financial Planner CFP Assets Clients 214

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 (..)

Financial Planner 210

Financial Planner CFP Clients Investment Planning 210

Nerd's Eye View

JULY 21, 2023

Further, the study identifies the traits of "top performing" firms, which, during the past 5 years, saw nearly triple the client and net organic asset growth compared to other firms.

Financial Planner 218

Financial Planner Clients Numbers Assets 218

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 (..)

Financial Planner 198

Financial Planner Healthcare Investment Planning Clients 198

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 199

Financial Planner Retirement Retirement Planning Advertising 199

Nerd's Eye View

NOVEMBER 10, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance.

Financial Planner 156

Financial Planner Commission Numbers Portfolio 156

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 184

Financial Planner Numbers Clients Wealth Management 184

Nerd's Eye View

AUGUST 4, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that credit ratings agency Fitch on Tuesday downgraded its assessment of the U.S. government's creditworthiness from an AAA rating to AA+.

Financial Planner 193

Financial Planner Retirement Planning Compliance Retirement 193

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 216

Financial Planner Fee Only Commission Retirement Planning 216

Nerd's Eye View

MAY 5, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)

Financial Planner 188

Financial Planner Financial Services Electronics Compliance 188

Nerd's Eye View

MARCH 31, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, according to a recent survey, RIAs are considering metrics for growth other than assets under management, from the number of clients to diversifying the services they offer.

Financial Planner 168

Financial Planner Numbers Clients Retirement 168

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 160

Financial Planner Financial Advisor License Retirement 160

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 164

Financial Planner Retirement Planning Compliance Retirement 164

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 186

Financial Planner Fiduciary Duty Retirement Planning Compliance 186

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

Financial Planner 182

Financial Planner Financial Advice Fee Only Financial Planning 182

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Their role incorporates assessing client risk tolerance and craft investment portfolios that align with these objectives.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

Validea

AUGUST 14, 2023

They discuss what factors are, why they work, the different ways to combine them into multi-factor portfolios, the importance of matching an investment strategy with the end user’s goals and risk tolerance, the important of human capital in portfolio construction and a lot more. Quick Episode Links 02:55 – What is a factor?

Financial Planner 52

Financial Planner Investing Investments Risk Tolerance 52

The Chicago Financial Planner

FEBRUARY 2, 2024

Likewise if the advisor’s typical client has a minimum of $1 million to invest and your portfolio is more modest, this advisor might not be a good fit for you. Check out my Financial Review/Second Opinion for Individuals service for detailed guidance and advice about your situation. What can you do for me?

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

eMoney Advisor

DECEMBER 14, 2022

What were financial planners interested in reading this year? For example, we found that those who specialize in financial planning are consistently able to charge above-average rates for financial plans. Financial Planning for Millennials. Hint: It goes well beyond their investment portfolio. AFC®, CFT-I™.

Financial Planner 78

Financial Planner Financial Planning Retirement Clients 78

International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances. A planner should be able to answer any question that you may have regarding his services.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Park Place Financial

MARCH 16, 2022

FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.

Financial Planner 52

Financial Planner Estate Planning Certified Financial Planner Retirement Planning 52

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.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Assets CFP 52

Abnormal Returns

JULY 31, 2023

investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. financial-planning.com) Why some people feel the need to take Social Security early. marketwatch.com) Advisers How much attention should financial planners pay to academic research?

Financial Planner 214

Financial Planner Estate Planning Portfolio Management Retirement 214

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Also assess your feelings about your portfolio’s performance.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Validea

FEBRUARY 29, 2024

In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio. Audio Platforms Watch on YouTube The post Show Us Your Portfolio: Bob Elliott 🔍 appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Management Investing Investments 52

Park Place Financial

MARCH 10, 2022

FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. Reduce Tax Payments.

Portfolio 52

Portfolio Certified Financial Planner Financial Planner Healthcare 52

Validea

JANUARY 18, 2024

In this episode, we speak with DBi founder Andrew Beer about his approach to managing his personal portfolio. We discuss how Andrew looks at his portfolio in the context of his life goals, his views on stocks and bonds, how he incorporates managed futures into his portfolio, his views on homeownership and charitable giving and a lot more.

Portfolio 52

Portfolio Management Financial Planner Education 52

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Read More.

Financial Planner 175

Financial Planner Certified Financial Planner Financial Planning CFP 175

Validea

DECEMBER 11, 2023

With the outlook for stocks and bonds not looking as rosy as the past, many investors have questioned whether a portfolio consisting of just stocks and bonds is enough. Listen on Apple Listen on Spotify Watch on YouTube The post Evaluating Alternatives to the 60-40 Portfolio appeared first on Validea's Guru Investor Blog.

Portfolio 52

Portfolio Financial Planner Education 52

The Chicago Financial Planner

FEBRUARY 5, 2022

What impact have the solid stock market gains of the past three years had on your portfolio? Solid, well-managed active funds can also contribute to a well-diversified portfolio. View all accounts as part of a total portfolio. Perhaps it’s time to rebalance and to rethink your ongoing asset allocation. Costs matter.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

The Chicago Financial Planner

NOVEMBER 8, 2021

This might have been their own doing or the result of poor financial advice. This is the time to review your portfolio allocation and rebalance if needed. Manage your portfolio with an eye towards downside risk. Manage your portfolio with and eye towards downside risk. NEW SERVICE – Financial Coaching.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Nerd's Eye View

JANUARY 9, 2024

Welcome back to the 367th episode of the Financial Advisor Success Podcast ! Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 198

Financial Advisor Financial Planner Clients Food 198

Abnormal Returns

FEBRUARY 22, 2023

Podcasts Christine Benz and Jeff Ptak talk with Cody Garrett of Measure Twice Financial about his journey as a financial planner. morningstar.com) Investing What is the purpose of a portfolio benchmark? morningstar.com) Dr. Peter Attia talks with Bill Perkins author of "Die With Zero."

Financial Planner 230

Financial Planner Taxes Retirement Banking 230

International College of Financial Planning

OCTOBER 26, 2023

The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties. Collaborating with a financial advisor significantly reduces the margin for error in planning.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

MainStreet Financial Planning

OCTOBER 3, 2023

Real Estate Investing & Taxes Hosted by: Vida Jatulis , CFP® Guest Speaker : Robert Colon, EA, CFP®, CWS®, CRPC®, Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

Taxes 98

Taxes Investing Investments CFP 98

Advisor Perspectives

JANUARY 30, 2024

A traditional 60/40 stock/bond portfolio has been a tried and tested strategy among financial planners. But income seekers can specifically reap the benefits of both assets with exposure to one active exchange-traded fund: the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

Financial Planner 52

Financial Planner Marketing Marketing Portfolio 52