Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice.

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NAIFA Advisor Today

DECEMBER 20, 2023

His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional (RICP) and a Life and Annuities Certified Professional (LACP), John advises clients on retirement planning, investment planning, and risk management.

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International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. Nuvama acts as the confines of the elite and navigates complex financial labyrinths. The company plans to use Dubai as their first go-to-market for offshore operations, rather than in Singapore. Market Cap (Cr) 18,048 Stock P.E (TTM)

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International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

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International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants.

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MarketWatch

APRIL 3, 2023

Canadian wealth and asset manager IGM Financial Inc. financial services advisory firm Rockefeller Capital Management for roughly $622 million — a move intended to expand into the U.S. IGM also said that it agreed to sell Investment Planning Counsel to the The Canada Life Assurance Co. stake in U.S.

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Sara Grillo

OCTOBER 31, 2022

This is super important for anyone looking to pick a good financial advisor. No, we did not intentionally plan to both wear blue at the time of recording this video lol). 1 Why is it important to do Form ADV research before hiring a financial advisor, or even talking to one? Are they just providing financial planning?

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Carson Wealth

MARCH 11, 2024

Yet, longer-term investors have once again been rewarded for sticking to their investment plans. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

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Sara Grillo

AUGUST 25, 2023

TradeWinds, LLC www.tradewinds.global Avg account size: $270k Services: We offer digital assets for people who are interested and may already hold on their own. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) pretty much everything, that goes into this.

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WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.

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Sara Grillo

MAY 16, 2022

Although the cost of financial advice has come done somewhat from past years, investment management and financial planning are still ludicrously expensive. For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors!

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Carson Wealth

FEBRUARY 12, 2024

What a ride it has been, but investors were once again rewarded for sticking to their investment plans. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services. The S&P 500 closed above 5,000 on Friday for the first time in history.

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WiserAdvisor

APRIL 25, 2023

Either way, you must evaluate how your current allocation fits your investment plan. Determine your target allocation You can decide on your desired asset allocation for your 401(k) portfolio based on your investment goals, risk tolerance, and time horizon. Can you change your 401(k) investments at any time?

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Tobias Financial

JULY 11, 2023

That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. At Tobias Financial Advisors, your trust is our priority.

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Brown Advisory

JULY 19, 2017

We are long-term investors, focused on plans that help our clients pursue their long-term goals. It is rarely wise to make impulsive or reactionary investment decisions; we believe that every action in a portfolio should fit into a disciplined program with clear long-term objectives in mind. Reserve planning. equity universe.

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Brown Advisory

JULY 19, 2017

We are long-term investors, focused on plans that help our clients pursue their long-term goals. It is rarely wise to make impulsive or reactionary investment decisions; we believe that every action in a portfolio should fit into a disciplined program with clear long-term objectives in mind. Reserve planning. equity universe.

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Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I hope you’ll at least join my weekly newsletter about financial advisor lead generation. Doug Twiddy. I really don’t.” – Derek Robinett. See you in the next one!

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Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

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WiserAdvisor

APRIL 12, 2023

When planning for retirement, one of the most important decisions you will likely make is which type of retirement account to use. Some common types of pre-tax retirement accounts include the Traditional IRA and employer-sponsored retirement plans such as 401(k)s, 403(b)s, and 457 plans. This may alter your present lifestyle.

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Fortune Financial

AUGUST 7, 2023

Evaluate your financial situation, investment time horizon and potential cash flow requirements. Ensure that the illiquid nature of certain alternative investments aligns with your financial plans. Fortune Financial is a leading financial services firm that specializes in alternative investments.

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Fortune Financial

AUGUST 7, 2023

Evaluate your financial situation, investment time horizon and potential cash flow requirements. Ensure that the illiquid nature of certain alternative investments aligns with your financial plans. Fortune Financial is a leading financial services firm that specializes in alternative investments.

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Brown Advisory

OCTOBER 18, 2019

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies.

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Brown Advisory

OCTOBER 18, 2019

We believe that public equities and fixed income should always be the bedrock of most long-term investment plans, but there are other ways to earn alpha that are largely independent from the market’s movements. We might call these “process-driven” strategies as opposed to “market-driven” strategies.

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Marketing Marketing Valuation Numbers 52

Brown Advisory

MARCH 30, 2020

In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).

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Brown Advisory

MARCH 30, 2020

In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).

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WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. When aiming for financial independence, the importance of a structured approach should be emphasized. It also minimizes errors and oversights.

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Sara Grillo

AUGUST 26, 2024

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Robert works families who are victims of wrongful death or personal injury to provide comprehensive settlement plans.

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Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

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Investments Investing CFP License 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.

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Carson Wealth

JULY 15, 2024

Midyear Outlook 2024: Eyes on the Prize The costliest investing mistakes are often not missed opportunities but straying from a long-term plan at the worst possible time because of emotionally driven decisions. We chose “eyes on the prize” as our Midyear Outlook theme because recently some of those lessons have been hitting home.

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Carson Wealth

JUNE 2, 2025

Congrats to everyone who stuck with their investment plan and didnt panic sell in April. Investing isnt meant to be easy and times like that are extremely trying for everyone, but weve weathered many rough storms before and this time wasnt any different.

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