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Adviser links: diverse talent

Abnormal Returns

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. wiredplanning.com) Michael Kitces talks with David Savir who is the Co-Founder and CEO of Element Pointe Family Office, about crafting an employee equity program.

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What Are I-Bonds? Plus Creative Ways To Include Them In Your Investment Plan

Gen Y Planning

Plus Creative Ways To Include Them In Your Investment Plan appeared first on Gen Y Planning. There are many ways you could use I-bonds to help you reach your money goals. If you have any questions about them, let’s talk! The post What Are I-Bonds?

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Weekend Reading For Financial Planners (February 24-25)

Nerd's Eye View

Also in industry news this week: A recent study has found that advisors who gain additional credentials tend to see a boost both in their confidence and in their business metrics, with the CFP certification standing out in terms of value The implications for RIAs of a proposed Treasury Department rule that would subject many firms to certain anti-money-laundering (..)

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Wealth Management EDGE Podcast: Retirement, Annuities and Regulation Unveiled

Wealth Management

Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.

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[cdata[ The Crucial Intersection of Personal Finance and Tax Planning ]]

oXYGen Financial

Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation. Whether you're diligently managing income, tracking expenses, strategizing investments, planning for retirement, or considering estate. ]]

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Weekend Reading For Financial Planners (September 30-October 1)

Nerd's Eye View

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

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CFA Makes 'Most Significant Changes to Program in 60 Years'

Wealth Management

Among other changes, the association will add a wealth management specialization, with additional content on client management, investment planning and the duty of care.