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. “We

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Wealth Management Estate Planning Startup Financial Planning 191

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?

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Financial Planner CFP Certified Financial Planner Certification 40

International College of Financial Planning

JULY 11, 2025

Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. The real issue? Equities, by design, are volatile.

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CFP Financial Planner Certification Marketing 40

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. Linked to the market and thus involve some degree of risk.

Retirement 52

Retirement Taxes Government Retirement Planning 52

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. What to Do Instead: Diversify your investments: A good portfolio has a mix of equities, debt, gold, and real estate. Think long-term: The goal isnt to get rich overnightits to build wealth sustainably.

Financial Planning 52

Financial Planning Planning Asset Allocation Financial Advice 52

International College of Financial Planning

JULY 9, 2025

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025. We do not have sufficient qualified advisors servicing this quantum of money.

CFP 40

CFP Wealth Management Certification Asset Allocation 40

International College of Financial Planning

JUNE 5, 2025

They want real-time dashboards, intuitive advice, and a planner who understands them. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference.

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Wealth Management Management CFP Certified Financial Planner 40

International College of Financial Planning

JUNE 17, 2025

The platform is expected to expand its offerings to include ETFs, global bonds, and diversified portfolios. It enables NRIs, foreign portfolio investors (FPIs), and overseas institutions to invest in Indian markets while adhering to RBI and SEBI norms.

Compliance 40

Compliance Education Economics Investments 40

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. Since the funds are tracking an index, costs are much lower.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax 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. Key Challenges in Marketing for Financial Advisors Financial advisor marketing is very important. What do they share?

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Advertising Financial Advisor Financial Services Media 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. Keep your headline straightforward so it grabs attention quickly.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 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

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. Your 401(k) is funded by contributions deducted from your paycheck, which can be a great way to automate your retirement savings. #2:

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Risk Tolerance Retirement Accounting Taxes 52

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

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.

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Financial Advisor Insurance Tax Planning Taxes 240

Indigo Marketing Agency

JUNE 17, 2025

People aren’t just typing “financial planner Nashville” anymore. A key insight from Colton was also helpful: when someone asks AI about retirement planning, what’s the logical follow-up question? Colton suggested doing a website audit, similar to how you’d review a client’s portfolio.

Financial Advisor 52

Financial Advisor Financial Planner Retirement Planning Compliance 52

Midstream Marketing

DECEMBER 10, 2024

Do you specialize in retirement planning for small business owners? You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. Financial advisors can use videos in different parts of financial planning. This builds trust and credibility in a competitive market.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

MAY 13, 2025

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. You can run a screen and screen out riskier product, riskier bonds, lower quality bonds, and that immediately accrues to outperformance for an active bond portfolio.

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Clients Investments Investing Management 130

Abnormal Returns

MARCH 26, 2025

bestinterest.blog) How to de-risk a portfolio headed into retirement. axios.com) Personal finance How to get the most out of working with a financial planner. (podcast.moneywithkatie.com) Investing Everyone needs an investing plan, even a mediocre one. monevator.com) Americans spend too much money on the wrong things.

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Financial Planner Investment Planning Retirement Portfolio 147

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 (..)

Financial Planner 241

Financial Planner Financial Advisor Retirement Clients 241

Nerd's Eye View

JULY 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Charles Schwab's latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional (..)

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Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement.

Financial Planner 246

Financial Planner Retirement Planning Commission Retirement 246

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 246

Financial Planner Retirement Retirement Planning Advertising 246

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 241

Financial Planner Retirement Planning Retirement Compliance 241

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 (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Financial Planning 238

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”),

Financial Planner 246

Financial Planner Financial Advice Investment Planning Retirement 246

Nerd's Eye View

OCTOBER 18, 2024

Also in industry news this week: 43% of wealth management firms are frustrated with the effectiveness of their CRM software, spurred on by challenges with integrations and workflows, according to a recent survey The Social Security Administration this week announced a 2.5%

Financial Planner 246

Financial Planner Risk Tolerance Financial Planning Clients 246

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”),

Financial Planner 243

Financial Planner Financial Advice Investment Planning Retirement 243

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Financial Planner 246

Financial Planner Communication Retirement Retirement Planning 246

Nerd's Eye View

JUNE 14, 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 advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Nerd's Eye View

MAY 10, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners"– this week's edition kicks off with the news that a recent analysis from Morningstar suggests that the Department of Labor's (DoL's) new Retirement Security Rule (aka Fiduciary Rule 2.0)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

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 243

Financial Planner Numbers Clients Retirement 243

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 240

Financial Planner License Financial Advisor Retirement 240

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 246

Financial Planner Fee Only Commission Retirement Planning 246

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 246

Financial Planner Retirement Planning Compliance Retirement 246

Nerd's Eye View

MAY 3, 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 nearly a third of advisors in the independent broker-dealer channel have considered transitioning to the RIA channel during the past year as they seek higher payouts and not just "independence" but (..)

Financial Planner 246

Financial Planner Healthcare Retirement Financial Advisor 246

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 246

Financial Planner Fiduciary Duty Retirement Planning Compliance 246