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FSI Urges New Jersey To Drop Proposed Independent Contractor Rule

Wealth Management

The Financial Services Institute challenges New Jersey's proposed independent contractor rule, warning of potential impacts on financial advisors and their clients.

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Focused on the Future: Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent and AI’s Place in Planning

Wealth Management

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 259
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11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)

Nerd's Eye View

These included trust, communication quality, and a general discomfort managing finances alone. Financial motivators – such as solving a specific issue or seeking better investment performance – were cited less frequently, but remain important, especially when a prospect has a clearly defined financial pain point.

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Member Profile: Ray Smith - A Lifetime of Financial Service and Client Impact

NAIFA Advisor Today

He is the founder of Ray Smith Wealth Management and has built a career in the financial services industry that spans over five decades. Ray Smith has been a loyal member of NAIFA since 1976, calling Stillwater, OK, home.

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How To Optimize Cash Flow: Your Roadmap To Resilience!

Speaker: Genevieve Hancock, CPA

Understanding that cash flow management fuels every decision, every opportunity, and every growth phase is critical. But how can you shift from simply managing cash to strategically optimizing it for resilience? Explore how to lead with greater financial confidence through smarter cash flow management - Register today!

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Summer Reading List Of “Best Books” For Financial Advisors – 2025 Edition

Nerd's Eye View

2025 has had a tumultuous start for most advisory firms, as tariffs-driven market volatility has increased client anxiety and the amount of required hand-holding, forcing advisory firms to manage their own expenses a bit more closely in the face of greater revenue uncertainty.

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Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most

Nerd's Eye View

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

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