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.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

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.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

The Chicago Financial Planner

FEBRUARY 2, 2024

Here are six questions to ask when choosing a financial advisor: How do you get paid? Fee-only advisors receive no compensation from the sale of investment or insurance products. You should never give your investment dollars directly to a financial advisor, they should always be sent directly to the custodian.

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

Trade Brains

MARCH 8, 2024

This benefited multiple companies that earn from activities in the financial markets. Both of them have millions of clients and offer financial services. Originally established as a traditional stock brokerage firm, the company embarked on its “Digital Journey” in 2019, revolutionizing its services.

Planning 59

Planning Financial Services Retail Distribution 59

Abnormal Returns

NOVEMBER 8, 2023

Podcasts Christine Benz and Jeff Ptak talk with JL Collins author of "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence." morningstar.com) Peter Lazaroff talks with William Bernstein author of "The Four Pillars of Investing." nytimes.com) How to plan for your 'no-go years' in retirement.

Financial Planner 216

Financial Planner Retirement Retirement Planning Financial Services 216

Wealth Management

AUGUST 21, 2023

The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.

Taxes 93

Taxes Financial Services Planning Clients 93

eMoney Advisor

MAY 1, 2023

.” Only 4 percent of Certified Financial Planner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2 1,2 Despite the small numbers, AAPI professionals remain the largest ethnic minority within the financial planning profession. percent of the American population.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

The Big Picture

MAY 29, 2024

In today’s ATM, we discuss the advantages of having a financial captain in charge of all of your financial affairs Full transcript below. ~~~ About this week’s guest: Peter Mallouk is CEO of Creative Planning, with over $300 billion in client assets. He’s the CEO of Creative Planning.

Risk Management 196

Risk Management Taxes Estate Planning Financial Planner 196

Good Financial Cents

FEBRUARY 15, 2023

Table of Contents Types of Investment Companies How to Choose an Investment Company 10 Best Investment Companies 1. Ally Invest 6. Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Fidelity 3. Vanguard 4. Personal Capital 5.

Investing 93

Investing Investments Commission Risk Tolerance 93

International College of Financial Planning

MARCH 24, 2024

Understanding the nuanced differences between an investment advisor and a financial planner is vital for individuals in India aspiring to carve a niche in the financial sector. Work Profiles: Diving Deeper Investment Advisor: Investment advisors are specialists who focus on the nuances of investment opportunities.

Financial Planner 40

Financial Planner Investment Advisor Certified Financial Planner Investing 40

The Better Letter

APRIL 6, 2023

Realistic Retirement Planning My children have consistently (and kindly) remarked about how grateful they are to have been able to graduate (with honors) from fine universities without any debt. Our retirement planning took a hit to do so. Much retirement planning advice focuses on saving more and saving earlier.

Retirement Planning 100

Retirement Planning Retirement Planning Nonprofit 100

WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Nerd's Eye View

NOVEMBER 29, 2022

What's unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Estate Planning 242

Estate Planning Financial Advisor Financial Services Clients 242

Zoe Financial

MAY 16, 2023

Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan.

Tax Planning 52

Tax Planning Taxes Planning Education 52

Walkner Condon Financial Advisors

JUNE 2, 2023

The importance of getting women into financial planning feels like it should go without saying. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

SEPTEMBER 4, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Former United Capital Partners founder/CEO Joe Duran is reportedly exploring the launch of a new RIA 4 years after selling his firm to Goldman Sachs, with a reported emphasis on providing lead generation opportunities for advisors (..)

Startup 238

Startup Financial Advisor Clients Financial Planning 238

Abnormal Returns

FEBRUARY 13, 2023

Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing. standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. wsj.com) Direct indexing Vanguard is planning a bigger push into direct indexing.

Clients 200

Clients Retirement Financial Services Taxes 200

Sara Grillo

JANUARY 8, 2024

While financial planning has become more popular, it’s still not center stage for most advisors. I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. I am an irreverent and fun marketing consultant for financial advisors. Repeatable?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

Abnormal Returns

MAY 21, 2023

(bilello.blog) Strategy Why so many Americans think their house is the best investment. awealthofcommonsense.com) Every investment plan needs some room for error. wsj.com) Apple ($AAPL) is playing the long game in financial services. humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 184

Financial Advising Startup Taxes Financial Services 184

Trade Brains

FEBRUARY 22, 2024

They offer corporate banking, branch banking, and commercial banking services to their clients. The company also provides investment banking services, including mergers and acquisitions, divestitures, private equity syndication, and IPO advisory services. To stabilise the bank, a consortium led by SBI invested Rs.

Banking 104

Banking Planning Accounting Retail 104

Trade Brains

JANUARY 4, 2024

There are companies that provide communications platform as a service (CPaaS) that enable real-time communication features (like voice, video, and instant messaging) to be directly embedded into proprietary apps and software. The domestic demand and capital investment accounts for this growth. in FY23 and 6.3% Stock P/E 28.96

Planning 69

Planning Communication Certification Healthcare 69

AdvicePay

JULY 7, 2022

The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Services 52

Abnormal Returns

FEBRUARY 13, 2023

Strategy Jumping from investment strategy to strategy is a recipe for disaster. marknewfield.substack.com) Good investment strategy is timeless. washingtonpost.com) Companies Businesses are not planning to slow their tech spending any time soon. wsj.com) Apple ($AAPL) has been slow rolling out new financial services.

Financial Advising 130

Financial Advising Financial Services Economy Media 130

WiserAdvisor

OCTOBER 20, 2023

A deep dive into our financial history reveals patterns, offers lessons, and provides benchmarks for improvement. Each past decision, be it an investment choice or a spending habit, contributes to our current financial status. Recognizing this, it becomes imperative to understand our financial trajectory up to this point.

Financial Planning 96

Financial Planning Planning Financial Advisor Wealth Accumulation 96

Carson Wealth

JULY 12, 2022

By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Registration Standards for Financial Advisors.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investing Investments Wealth Management 80

Abnormal Returns

APRIL 3, 2023

Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. wiredplanning.com) The biz Even before Fisher Investments' HQ move, Dallas-Fort Worth is already a hub for financial services firms.

Financial Counseling 130

Financial Counseling Wealth Management Retirement Planning Retirement 130

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 209

Startup Wealth Management Clients Portfolio 209

Nerd's Eye View

OCTOBER 1, 2022

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

Financial Planner 200

Financial Planner Retirement Planning Advertising Taxes 200

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. Tax planning is essential. However, you can adopt certain tax and financial planning strategies to lower your tax output.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

Steve Sanduski

JUNE 13, 2023

Jason Pereira and I discuss: Why the AI revolution will be more impactful on financial advisors than the robo advisor panic of 10 years ago — and more positive. How digitization and commoditization of traditional financial services opens up valuable opportunities on the human side of advice.

Financial Planning 52

Financial Planning Planning Financial Planner Ethics 52

Trade Brains

NOVEMBER 24, 2023

We will take a look at the overview, financials, and future plans of CE Info Systems. Financial Year D/E Interest Coverage 2022-23 0.03 The company intends to leverage the B2C segment by investing in Gadget Space for better outreach and further improvement in Map My India. 2020-21 0 32.21 2019-20 0 12.14 2018-19 0 16.88

Planning 69

Planning B2C B2B Pharmaceutical 69

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.

Financial Planning 95

Financial Planning Clients Planning Education 95

WiserAdvisor

JULY 24, 2022

Financial planning can be helpful in many ways. It can help you save more, invest smartly, and find ways to increase your income sources. Financial planning adds discipline to your routine. Financial planning is also helpful in tracking errors and rectifying them quickly to avoid further damage.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Steve Sanduski

DECEMBER 15, 2022

Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills.

Financial Advisor 52

Financial Advisor Planning Clients Investing 52