Remove Financial Planner Remove Retirement Remove Wealth Management
article thumbnail

Weekend Reading For Financial Planners (July 5–6)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,

article thumbnail

Weekend Reading For Financial Planners (November 23–24)

Nerd's Eye View

Further, amidst grumbling from some firms, incoming CEO Rick Wurster reiterated a pledge that Schwab (which offers its own direct wealth management services) will not seek to compete for clients with RIAs on its platform, seeing opportunities to pursue prospective clients currently unserved by either group.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

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.

article thumbnail

Is Talking to a Financial Planner Worth It? Exploring the Benefits of Financial Planning

Yardley Wealth Management

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? ” This question crosses the minds of many people as they navigate their financial journey.

article thumbnail

Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

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?

article thumbnail

How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

When starting to search for a financial advisor, investors may not realize the different types of advisors out thereand theyre not all trying to sell you something. If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products.

article thumbnail

Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. Lets be real for a moment. We had files, leather-bound folders, fountain pens, and those formal meetings.