Wealth Management

MARCH 28, 2023

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

Wealth Management 122

Wealth Management Client Management Investment Planning Clients 122

Wealth Management

OCTOBER 5, 2023

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

Wealth Management 120

Wealth Management Retirement Management Investment Planning 120

Nerd's Eye View

AUGUST 30, 2024

Also in industry news this week: While many pre-retirees feel unprepared for retirement, longitudinal survey data suggest most will end up living a comfortable retirement, suggesting a role for financial advisors to show them projections of what their retirement could actually look like According to a recent survey, high-net-worth individuals are largely (..)

Financial Planner 151

Financial Planner Financial Advisor Retirement Clients 151

Nerd's Eye View

MAY 24, 2024

Also in industry news this week: Why the Federal government is proposing new rules targeting the use of donor-advised funds that could impact financial advisors who work closely with them A recent report indicates that while financial advisory firms prioritize their client experience, they often make such decisions without consulting their clients (..)

Financial Planner 203

Financial Planner Financial Advisor Clients Consulting 203

Nerd's Eye View

SEPTEMBER 29, 2023

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 (..)

Financial Planner 201

Financial Planner Healthcare Investment Planning Clients 201

Nerd's Eye View

AUGUST 2, 2024

market during the past decade, historical data suggest that they could serve as a helpful ballast against sharp inflation-adjusted drawdowns in U.S.

Financial Planner 170

Financial Planner Financial Advice Investment Planning Retirement 170

Nerd's Eye View

SEPTEMBER 8, 2023

Also in industry news this week: Changes to CFP Board’s procedural rules went into effect September 1 and are intended to make the disciplinary process more efficient for respondents as well as CFP Board staff, and to expand the CFP Board’s ability to pursue more complaints against CFP professionals A NASAA model rule follows in the footsteps (..)

Financial Planner 212

Financial Planner CFP Clients Investment Planning 212

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. (ritholtz.com) 10 charts this week including the surge in Nvidia ($NVDA). humbledollar.com) Finance How much bigger can JP Morgan Chase ($JPM) get?

Financial Advising 191

Financial Advising Startup Taxes Financial Services 191

Advisor Perspectives

SEPTEMBER 13, 2024

Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.

Investments 52

Investments Investing Investment Planning Planning 52

Nerd's Eye View

FEBRUARY 23, 2024

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 (..)

Financial Planner 196

Financial Planner Certification CFP Financial Advice 196

Nerd's Eye View

AUGUST 25, 2023

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

Financial Planner 202

Financial Planner Retirement Retirement Planning Advertising 202

Nerd's Eye View

NOVEMBER 3, 2023

Also in industry news this week: A recent study indicates that the RIA model has seen significant growth in the number of firms and advisors during the past decade, and these firms are expected to control 1/3 of industry AUM by 2027 Despite market headwinds leading to a contraction in advisory firm AUM in 2022, firms continued to produce strong profit (..)

Financial Planner 215

Financial Planner Retirement Planning Retirement Insurance 215

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 (..)

Financial Planner 155

Financial Planner Financial Advisor Certification Estate Planning 155

oXYGen Financial

MARCH 24, 2024

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. ]]

Tax Planning 59

Tax Planning Wealth Accumulation Taxes Planning 59

Validea

OCTOBER 10, 2024

This conversation offers valuable lessons for investors at all levels, from beginners to seasoned professionals. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post 15 Ways to Lose Money in Markets | Ben Carlson appeared first on Validea's Guru Investor Blog.

Marketing 52

Marketing Marketing Investment Planning Economy 52

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 168

Financial Planner Certification CFP Clients 168

Million Dollar Round Table (MDRT)

JULY 16, 2024

You can have a great investment plan, no debt, an emergency fund set up and a college funding plan in place for your children, but if a spouse dies prematurely or becomes disabled, the plan is in ruins. Your greatest asset to your family is your ability to generate income.

Clients 86

Clients Communication Investment Planning Planning 86

WiserAdvisor

MARCH 13, 2024

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Nerd's Eye View

JUNE 28, 2024

Also in industry news this week: How the SEC could target dually registered firms for enforcement of their duties to care for and manage conflicts of interest under Regulation Best Interest and the Investment Advisers Act to send a message to the industry and to clarify its expectations for these "dual-hatted" firms and their advisors Why a shift in (..)

Financial Planner 180

Financial Planner Clients Compliance Numbers 180

Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

Financial Planner 197

Financial Planner Compensation Planning Compliance Insurance 197

Abnormal Returns

JUNE 9, 2023

Strategy Periodic rebalancing is a part of any comprehensive investment plan. awealthofcommonsense.com) Thematic investing appeals to investors' worst instincts. morningstar.com) Crypto The Three Arrows Capital founders are doing just fine, thank you very much.

Startup 130

Startup Financial Advising Investment Planning Economy 130

Advisor Perspectives

JUNE 8, 2024

New data from Goldman Sachs reports that younger generations of investors are using more personal investment plans to prepare for retirement.

Retirement 52

Retirement Planning Investment Planning Investing 52

Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

Financial Planner 185

Financial Planner Asset Allocation Clients Risk Management 185

Nerd's Eye View

JANUARY 13, 2023

We also have a number of articles on investment planning: A recent study indicates that rebalancing a portfolio on an annual basis is superior to longer or shorter time horizons. How reviewing and adjusting capital market assumptions can help advisors refine their use of Monte Carlo simulations.

Financial Planner 165

Financial Planner Retirement Planning Compliance Retirement 165

Nerd's Eye View

APRIL 10, 2024

First is the fact that stocks (specifically because they carry a higher risk level) have not always outperformed bonds, and while stocks should carry a risk premium, advicers can turn to Monte Carlo simulations to consider a wider dispersion of outcomes, versus relying on 'expected' returns when developing investment plans.

Asset Allocation 231

Asset Allocation Wealth Accumulation Assets Portfolio 231

NAIFA Advisor Today

DECEMBER 20, 2023

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. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Financial Advisor 203

Financial Advisor Financial Planner Insurance Clients 203

Nerd's Eye View

NOVEMBER 4, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Financial Planner 163

Financial Planner Financial Advisor Retirement Planning Medical 163

Wealth Management

DECEMBER 14, 2022

New survey sheds light on spending and investing plans.

Clients 92

Clients Investment Planning Planning Investing 92

Advisor Perspectives

DECEMBER 23, 2022

We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Great articles don’t always get the readership they deserve. Below are another 10 that you might have missed, but I believe merit reading.

Investment Planning 52

Investment Planning Planning Management Investing 52

Trade Brains

AUGUST 6, 2024

Specifically, if the Nifty drops to the 22,000-22,500 range, it could signal a favorable entry point for those looking to make aggressive investments. This strategy allows for averaging out the purchase cost and reduces the risk associated with market volatility.

Strategic Planning 75

Strategic Planning Pharmaceutical Investment Planning Planning 75

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Clients 209

Clients Fee Only Planning Advertising 209

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Fee Only 201

Fee Only Portfolio Clients Planning 201

oXYGen Financial

SEPTEMBER 21, 2022

As a taxpayer, your investment plan should include smart tax plans. To get more out of your investment strategy, ]] However, there are some ways you can minimize the tax you are paying through tax deductions.

Tax Planning 40

Tax Planning Taxes Investment Planning Planning 40

WiserAdvisor

MARCH 30, 2023

A goal-based investing approach is one such strategy. It stands out as it focuses directly on your goals, determining the amount of money you need to achieve your financial goals, and then developing an investment plan designed to achieve those goals within a specific timeframe. 5 steps involved in goal-based investing 1.

Investments 52

Investments Investing Risk Tolerance Financial Advisor 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Growth is where she begins designing her new life and starts exploring the possibilities.

Charitable Planning 79

Charitable Planning Estate Planning Retirement Planning Tax Planning 79

Validea

OCTOBER 17, 2024

Think Long-Term : Maintain a long-term investment plan that you can stick with through market ups and downs. Diversify : Even if you believe certain market segments are in bubble territory, it’s rarely advisable to make extreme portfolio shifts based on such predictions.

Valuation 52

Valuation Media Investment Planning Marketing 52