Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Company Overview Established in 1978, Cholamandalam Investment and Finance Company Limited (also known as Chola) is the financial services & lending arm of the Murugappa Group. The NBFC operates out of 1191 branches across India with Rs. 5840 Cr in FY22.

Investing 59

Investing Investments Planning Assets 59

Nerd's Eye View

MAY 17, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

Financial Planner 130

Financial Planner Wealth Management Retirement Investment Planning 130

NAIFA Advisor Today

APRIL 20, 2023

is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, SECURE 2.0

Estate Planning 92

Estate Planning Retirement Clients Planning 92

Nerd's Eye View

OCTOBER 18, 2022

What's unique about Louis, though, is how he and his partner (in anticipation of a shift in the financial advisory industry to more automated client services nearly 10 years ago) developed a robo-advice technology prototype to help clients have their investments managed at a very low cost… which then struggled to gain traction with consumers, (..)

Financial Planning 130

Financial Planning Planning Management Investing 130

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

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 213

Financial Planner Commission Financial Advisor Communication 213

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

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

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 245

Financial Advice Insurance Financial Advisor Financial Planning 245

NAIFA Advisor Today

JANUARY 9, 2024

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage.

Financial Planning 52

Financial Planning Planning Financial Services Insurance 52

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. Through its innovative approach and digital prowess, Angel One Limited continues to play a pivotal role in shaping the financial landscape for millions of Indians.

Planning 59

Planning Financial Services Retail Distribution 59

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

eMoney Advisor

MARCH 1, 2023

1 In my fifteen years in the financial services industry, I have observed that women are often much more impacted by the financial decisions being made earlier on, whether that’s due to a divorce, outliving their spouse, or choices made in their career. Sources: 1. Own your worth. ” Accessed February 2023.

Financial Planning 100

Financial Planning Planning CFP Financial Planner 100

Nerd's Eye View

JANUARY 3, 2023

Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sue Chesney.

CFP 130

CFP Planning Financial Planning Financial Advisor 130

XY Planning Network

JANUARY 15, 2024

We know from experience that if you’re considering going out on your own in the financial services space, you may want to think twice before you start bragging about it at your office.

Financial Services 88

Financial Services Communication Planning Fee Only 88

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 88

Taxes Financial Services Planning Clients 88

Abnormal Returns

NOVEMBER 8, 2023

(podcasts.apple.com) Retirement Why working longer isn't necessarily a good retirement plan. nytimes.com) How to plan for your 'no-go years' in retirement. onefrugalgirl.com) How to plan a career sabbatical. fastcompany.com) Financial services Why are banks suddenly closing client accounts?

Financial Planner 224

Financial Planner Retirement Retirement Planning Financial Services 224

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 152

Financial Advisor Retirement Planning CFP Clients 152

Indigo Marketing Agency

FEBRUARY 7, 2023

Eliminate Doubt: Some strategists can be biased toward certain plans due to how much they are paid. How We Can Help Marketing in an ever-changing financial services landscape can be complicated and overwhelming. If you think your marketing plan deserves a second opinion, we would love to meet with you.

Planning 98

Planning Marketing Marketing Financial Services 98

MainStreet Financial Planning

JANUARY 31, 2024

In the vast world of financial services, it’s crucial to distinguish between legitimate businesses and those seeking to exploit unsuspecting individuals. MainStreet Financial Planning , Inc. We don’t offer any advice or services for debt consolidation. MainStreet Financial Planning, Inc.

Financial Planning 52

Financial Planning Planning Tax Planning Commission 52

eMoney Advisor

FEBRUARY 7, 2023

As we celebrate the achievements and legacies of Black Americans this month, I’ve curated a list of six Black financial planners and other finance pros who have interesting stories to tell. As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity.

Financial Planning 78

Financial Planning Planning Financial Planner CFP 78

Nerd's Eye View

SEPTEMBER 13, 2022

Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.

Financial Advisor 159

Financial Advisor Financial Services Ethics Recruitment 159

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

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. The federal income tax treatment of these plans is identical.

Tax Planning 52

Tax Planning Taxes Planning Education 52

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

Abnormal Returns

MARCH 15, 2023

wsj.com) Retirement Retirement planning is a moving target. humbledollar.com) Advice How to fire your financial advisor in four steps. thomaskopelman.com) The financial services industry spends A LOT on lobbying. genyplanning.com) How to compare college financial aid awards.

Retirement Planning 222

Retirement Planning Retirement Financial Services Financial Advisor 222

Nerd's Eye View

AUGUST 15, 2023

Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills.

Fee Only 231

Fee Only Clients Financial Planning Financial Advisor 231

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

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. Today they are among the largest Cloud Communication providers in the world. Stock P/E 28.96

Planning 69

Planning Communication Certification Healthcare 69

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Related: How Financial Advisors Should Engage With Female Clientele? An RDSP is an important tool when planning for a special needs client.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Wealth Management

NOVEMBER 15, 2023

Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.

Financial Services 100

Financial Services Planning 100

Abnormal Returns

JANUARY 30, 2023

standarddeviationspod.com) Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. papers.ssrn.com) There's no downside for aging parents to communicating about your financial plans. bloomberg.com)

Management 187

Management Nonprofit Financial Planning Communication 187

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

FEBRUARY 13, 2023

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. fa-mag.com) How to advise clients in the government Thrift Savings Plan.

Clients 206

Clients Retirement Financial Services Taxes 206

The Chicago Financial Planner

FEBRUARY 2, 2024

Ask your financial advisor about their client base. If you are a corporate employee looking for help planning for the exercise of your stock options, you should ask the adviser about their knowledge and experience in dealing with clients like you. – Ask These 6 Questions is a post from: The Chicago Financial Planner

Financial Advisor 249

Financial Advisor Financial Planner Fee Only Clients 249

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