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

Nerd's Eye View

MAY 9, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.

Financial Planner

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

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

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

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

Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Financial Planner

Nerd's Eye View

MAY 30, 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 financial advisory firm employees found that about half of respondents are currently working in the office five days a week, with the remainder divided among hybrid formats or full-time work from home.

Financial Planner

Nerd's Eye View

APRIL 18, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)

Financial Planner

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

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

Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

Clients

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). Instead, they provide objective, conflict-free financial advice at a predictable cost. Are There Any Benefits to AUM-Based Advisors?

Fee Only

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. But thats not even the biggest challenge you face with winning more clients.

Financial Planner

MainStreet Financial Planning

JULY 25, 2025

Retirement should bring financial freedom and peace of mind—not stress about market swings. Here’s how to build resilience into your retirement plan, no matter what the markets are doing. Debt: Do your best to minimize high-interest debt before retiring. A retirement check-in could make all the difference.

Retirement

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

Wealth Management

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?

Financial Planner

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

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). With a narrow search, Google can be a great starting point to help you find a fee-only financial planner. Titles: Financial planners go by many names.

Fee Only

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

Wealth Management

AUGUST 12, 2025

The best financial advice still comes from someone who knows your story, not from a spreadsheet.” Brandon Galici, founder and financial planner at Galici Financial in San Juan Capistrano, Calif., Advisors Say, Not So Fast Microsoft Report Says AI Will Replace Advisors. Concept of digital social marketing. “It

Wealth Management

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.

Retirement

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

Wealth Management

JULY 31, 2025

As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. Raymond James Practice Mercer Advisors Lands $1.2B Their daughter, Sydney, and son, Sam, are professionals in Chicago. Brian earned his B.S. in Business Administration from University of Missouri-Columbia.

Wealth Management

International College of Financial Planning

MARCH 12, 2025

Fact-check everything: Follow SEBI-registered advisors, reputed financial planners, and research from credible sources. Final Thoughts: The Path to Financial Security Starts Today Smart financial planning isnt about giving up the things you enjoyits about making informed decisions that align with your goals.

Financial Planning

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

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. You can use specific keywords related to financial advising, such as certified financial planner.

Financial Advisor

International College of Financial Planning

JULY 9, 2025

Understanding Asset Allocation is secret recipe of successful portfolio Understanding goal-based planning Understanding Asset Rebalancing with the context of Risk & Market cycles Understanding importance of factors like inflation to aid well structured Retirement (Long Term) Financial planning.

CFP

Steve Sanduski

APRIL 8, 2025

In a nutshell: Bill Keen named his book Keen on Retirement: Engineering the Second Half of Your Life. Bill, Matt, and their team have become such experts in these companies’ retirement and benefit programs that even their HR professionals call Keen Wealth with questions. What’s their relationship with money?

Communication

Financial Symmetry

MAY 27, 2025

He joined the firm as its first intern, a role that laid the foundation for a long and impactful career in financial planning. After graduating, Chad came on board full-time as a Financial Planning Associate. He went on to earn his Certified Financial Planner (CFP) designation and became the second advisor at Financial Symmetry.

Certified Financial Planner

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. Rooted in Family, Faith, and Fun Outside of work, Allison finds joy in the everyday rhythms of family life.

Certified Financial Planner

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. Buyers, however, may inherit more risk, which can affect the sale price or deal structure. This approach can create win-win outcomes for both you and your staff.

Taxes

International College of Financial Planning

JUNE 5, 2025

Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. And honestly, most advisors don’t get trained for that. It’s not just a certification. Its a whole new way of thinking.

Wealth Management

International College of Financial Planning

JULY 31, 2025

As India’s leading institution for CFP® education, we have nurtured thousands of future-ready Certified Financial Planners (CFP®) who combine analytical depth with human insight. Because the real job of a financial planner is not to predict the next market move. Let the machines handle the code.

CFP

Abnormal Returns

APRIL 28, 2025

kitces.com) Cameron Passmore and Benjamin Felix talk with Jason Pereira about the true role of a financial planner. riabiz.com) Advisers Why financial planners are disincentivized from taking on short term engagements. obliviousinvestor.com) Clients who are nearing, a year so, retirement have unique needs.

Financial Planner

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

Tobias Financial

FEBRUARY 11, 2025

In this metaphor, the big rocks are the things that are most important to you goals like retirement, buying a home, higher education, or an annual vacation. Envision a large jar. You have some rocks, pebbles, and sand, and you need to fill up your jar.

Accounting