Wealth Management

OCTOBER 28, 2024

Based on the results of the FPA Financial Planning Challenge, these eight colleges unlock the most value for students training to be financial planners.

Financial Planning 299

Financial Planning Financial Planner Planning 299

Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Wealth Management

APRIL 9, 2025

The former TDAI and Altruist executive has been in stealth mode building Wing, a digital financial planning app meant to help next-gen clients build personalized, goals-based plans, and advisors capture money in motion.

Financial Planning 259

Financial Planning Clients Planning 259

Nerd's Eye View

JUNE 16, 2025

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

Financial Advice 233

Financial Advice Financial Advisor Financial Planning Planning 233

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning 147

Financial Planning Clients Planning Wealth Advisor 147

Nerd's Eye View

MAY 27, 2025

What's unique about Alvin, though, is how he has grown his firm by using project management software Monday.com as a central hub for financial plan presentations and efficient client task management.

Financial Planning 130

Financial Planning Planning Management Financial Advisor 130

Nerd's Eye View

APRIL 8, 2025

Welcome to the 432nd episode of the Financial Advisor Success Podcast! Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Wealth Management

JUNE 11, 2025

CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.

CFP 252

CFP Planning Financial Services Financial Planning 252

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Wealth Management

NOVEMBER 15, 2024

With nearly 40% of advisors set to retire in the next decade, the future of financial planning lies in the hands of passionate newcomers. Discover why these young professionals are eager to transform the industry.

Financial Planning 217

Financial Planning Planning Retirement 217

Nerd's Eye View

JANUARY 14, 2025

What's unique about Michelle, though, is the way she created a structured meeting process to navigate around the places where new clients often get stuck, standardized their experience in navigating through her deep planning process… and still retained a way to ensure that each client's financial plan focus and implementation is customized to (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Wealth Management

OCTOBER 1, 2024

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.

Financial Planning 299

Financial Planning Planning Clients 299

Wealth Management

MAY 21, 2025

There are real-world consequences to entering into a complex marriage without a prenup or financial plan.

Financial Planning 264

Financial Planning Planning 264

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

Clients 200

Clients Financial Planning Risk Tolerance Planning 200

Wealth Management

SEPTEMBER 22, 2023

With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations.

Financial Planning 312

Financial Planning Planning 312

Wealth Management

APRIL 8, 2025

Domain Money introduces three-tier annual membership model, offering ongoing financial guidance beyond one-time plans. Tiers cater to various needs, from essential to comprehensive support.

Financial Planning 257

Financial Planning Planning Financial Guidance 257

Wealth Management

JUNE 6, 2025

Jason Smith, the founder and CEO of Prosperity Capital Advisors and JL Smith Holistic Wealth Management shares insights in creating a self-sustaining, scalable financial advisory practice, emphasizing the importance of a documented financial planning process, building an ensemble practice and the cultural and operational shifts required to sustain (..)

Wealth Management 214

Wealth Management Financial Planning Planning Management 214

The Big Picture

MAY 29, 2025

RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility.

Portfolio 306

Portfolio Financial Planning Taxes Assets 306

Nerd's Eye View

JANUARY 22, 2025

Instead, acknowledging their ambivalence as a natural part of the decision-making process can help create space for them to discover the value of financial planning on their own. One effective way to facilitate this self-discovery is through self-persuasion questions.

Financial Advice 239

Financial Advice Financial Planning Retirement Clients 239

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.

Clients 246

Clients Financial Planner Fee Only Financial Planning 246

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Diversification.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

WiserAdvisor

JUNE 4, 2025

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Wealth Management

AUGUST 7, 2024

Including permanent life insurance can help prevent blind spots in retirement planning and enable clients to live longer.

Financial Planning 306

Financial Planning Planning Retirement Planning Assets 306

Nerd's Eye View

FEBRUARY 5, 2025

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

Accounting 234

Accounting Taxes Medical Healthcare 234

Wealth Management

JUNE 23, 2025

Bonhams North America's Victoria Gray discusses the intersection of celebrity, legacy and financial planning related to estate auctions.

Financial Planning 235

Financial Planning Planning 235

Nerd's Eye View

FEBRUARY 10, 2025

Finally, familiarity with financial planning topics can influence decisions; while those with less experience (e.g., Fourth, cost , including the total 'all-in' price of materials, is another critical factor, with synchronous courses generally being more expensive than asynchronous ones.

CFP 237

CFP Education Ethics Financial Planning 237

Wealth Management

JUNE 23, 2025

Canada-based Conquest Planning secures $80M in Series B funding, led by Goldman Sachs, to expand its AI-powered financial planning platform in the U.S.

Planning 164

Planning Financial Planning Marketing Marketing 164

Wealth Management

JUNE 11, 2025

College students studying financial planning are predominantly interested in firms that can offer internships, pay for professional training, and show mission-driven cultures.

Financial Planning 192

Financial Planning Planning 192

Nerd's Eye View

MAY 7, 2025

Instead of inspiring change, the plan begins to feel like a chore. A more effective approach is to start with the immediate stressor – the problem that brought the client in – and wait to develop an inspiring financial plan built on deeper vision-building during a second or third monitoring meeting.

Clients 204

Clients Financial Planning Planning Financial Advisor 204

Abnormal Returns

OCTOBER 28, 2024

advisorperspectives.com) Financial planning CAN change lives. (bloomberg.com) How should consumers think about the cost of an adviser? kitces.com) How long-term care insurance went away. barrons.com) We all make mistakes, including advisers. signaturefd-3437664.hs-sites.com) hs-sites.com)

Risk Tolerance 275

Risk Tolerance Retirement Financial Planning Insurance 275

Wealth Management

JUNE 27, 2025

So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S. It has become a challenge to keep up with new rollouts.

Wealth Management 172

Wealth Management Estate Planning Startup Financial Planning 172

Wealth Management

JUNE 24, 2025

The integration of popular AI-powered notetaking platform Jump and financial planning application RightCapital will be a glimpse of what is yet to come in terms of improvements in advisor efficiency.

Financial Planning 170

Financial Planning Planning 170

Nerd's Eye View

MAY 19, 2025

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Others take a broader approach, giving newer advisors more opportunities to practice and build confidence across different areas of financial planning.

Financial Planning 147

Financial Planning Communication Certification Clients 147

Wealth Management

JUNE 11, 2025

Rafia Hasan discusses current market conditions, holistic financial planning and effective strategies for advisors to address client concerns in turbulent times.

Financial Planning 154

Financial Planning Marketing Marketing Clients 154

Nerd's Eye View

APRIL 16, 2025

In these moments, the conversations that advisors have with their clients play a crucial role in helping clients maintain perspective, avoid emotional decisions, and stay committed to their long-term financial plans.

Clients 228

Clients Financial Planning Financial Advice Portfolio 228

Wealth Management

MAY 13, 2025

bQuest this week launched a turnkey client support platform built with fiduciary advisors in mind, meant to help them deliver vetted aging care-related services as an extension of their core financial planning model.

Financial Planning 186

Financial Planning Clients Planning 186