Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Weekend Reading For Financial Planners (December 21–22)
Nerd's Eye View
DECEMBER 20, 2024
Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.
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Weekend Reading For Financial Planners (June 28–29)
Nerd's Eye View
JUNE 27, 2025
Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.
Weekend Reading For Financial Planners (January 11–12)
Nerd's Eye View
JANUARY 10, 2025
Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)
Mercer Advisors Lands $1.2B Raymond James Practice
Wealth Management
AUGUST 1, 2025
Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based
Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility
Yardley Wealth Management
AUGUST 20, 2024
The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.
Adding $80M To Your Practice In 7 Years By Providing Financial Education Through Local Seminars: #FASuccess Ep 450 With Ryan Morrissey
Nerd's Eye View
AUGUST 12, 2025
What's unique about Ryan, though, is how he has added $80 million of client assets during the past seven years primarily by holding in-person educational retirement planning seminars that attract his ideal target client.
#FASuccess Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level, With Sten Morgan
Nerd's Eye View
MARCH 4, 2025
Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Welcome everyone! Welcome to the 427th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Sten Morgan.
Weekend Reading For Financial Planners (January 25–26)
Nerd's Eye View
JANUARY 24, 2025
Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)
Top Insights Driving Financial Planning Strategies in 2025
WiserAdvisor
JUNE 4, 2025
Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.
Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?
Nerd's Eye View
JUNE 12, 2025
In our 166th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards discuss how advisors can bridge the gap between planning and a client's lived experience to guide better decision-making. a tax bill or refund). a tax bill or refund).
Weekend Reading For Financial Planners (March 22–23)
Nerd's Eye View
MARCH 21, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a report from Cerulli Associates found that, amidst an industry-wide trend towards comprehensive financial planning and away from pure transaction-based investment management, asset-based fees currently represent 72.4%
42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!
Dear Mr. Market
DECEMBER 31, 2024
Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. A little planning now avoids big headaches later. Happy Planning and best to you in 2025!
Weekend Reading For Financial Planners (April 12–13)
Nerd's Eye View
APRIL 11, 2025
Also in industry news this week: NASAA this week approved model rule amendments that would restrict the use of the titles "advisor" and "adviser" by broker-dealers (and their registered representatives) who are not also dually registered as investment advisers, which, if adopted by state regulators, would largely bring state rules on this issue in (..)
Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
How Inflation Can Impact Your Retirement Plan – What You Must Know Now!
Trade Brains
JULY 9, 2025
That means if your retirement plan underestimates medical costs, you risk serious shortfalls. over that period. If you planned to live on ₹1 lakh per month today, you might need ₹1.5 – ₹1.7 Building an Inflation-Resistant Retirement Plan Equities (30–50%) – Over the long term, equities typically beat inflation.
Avoid Making These Mistakes to Safeguard Your Wealth
WiserAdvisor
JUNE 13, 2025
Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. Wealth management isn’t only for the ultra-rich.
The One Big Beautiful Bill and More: Highlights from Our July 2025 Market Update Webinar
Tobias Financial
AUGUST 5, 2025
During our latest Quarterly Market Update Webinar, our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®, and Wealth Advisor, Franklin Gay, CFP®, EA , reviewed recent market activity and provided insights into how the legislation, along with broader economic trends, may shape financial planning strategies in the months ahead.
Tax Strategies for High-Income Earners 2025
Yardley Wealth Management
FEBRUARY 4, 2025
From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. It’s triggered by large deductions, multiple dependents, or significant capital gains, requiring careful planning of deductions and income recognition. Click here and contact us for more information.
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
International College of Financial Planning
JULY 2, 2025
The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning. It is awarded globally by the Financial Planning Standards Board (FPSB). Retirement and Tax Planning Specialist – Covers retirement income strategies, tax optimisation, and goal-based planning.
When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)
International College of Financial Planning
JULY 11, 2025
The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. At the International College of Financial Planning (ICOFP) , we have seen this transformation first-hand. It is to help clients stick to their plan when everything else is moving.
Tips to Build Wealth with Patience and Time
WiserAdvisor
MAY 29, 2025
Automatic investment plans : One of the easiest ways to stay consistent is to set up automatic transfers from your bank account to your investment account, ensuring youre always saving first. Automation removes the temptation to skip or delay investing and turns it into a disciplined habit.
Making Sense of 2025’s Market Surprises, Ep #244
Financial Symmetry
JULY 28, 2025
Planning for the long game, projections from major investment firms suggest international stocks and US value companies could outpace trendy US growth stocks over the next decade. The key lesson is to focus on a globally diversified, evidence-backed investment plan. Tune out the noise of media hype.
It’s Crunch Time For Many Policyholders
Wealth Management
JUNE 11, 2025
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Charles L. Ratner Charles L. See more from Charles L.
SIP vs Lump Sum: Which Will Grow Your Money Faster?
Trade Brains
JUNE 13, 2025
When it comes to mutual fund investing, one of the biggest decisions an investor faces are whether to invest using Systematic Investment Plans (SIP) or a lump sum investment. A Systematic Investment Plan is a method of investing where you invest a specified fixed amount regularly (usually monthly) in a mutual fund.
Top Performing Gilt Funds in 2025: Do You Have Them in Your Portfolio?
Trade Brains
JUNE 30, 2025
The 20 th century has seen a rise in numerous investment options, among these the gilt mutual funds (MFs) have emerged as one of the most reliable investment plans. Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI).
Investing for Retirement: Strategies for Long-Term Success
Yardley Wealth Management
SEPTEMBER 10, 2024
The post Investing for Retirement: Strategies for Long-Term Success appeared first on Yardley Wealth Management, LLC. Investing for Retirement: Strategies for Long-Term Success Introduction Investing for retirement is a journey that demands careful planning, patience, and discipline. What lifestyle do you envision?
Presidential Elections: What Do They Mean for Markets?
Tobias Financial
NOVEMBER 4, 2024
But should elections influence long-term investment decisions? We would caution investors against making changes to a long-term plan in a bid to profit or avoid losses from changes in the political winds. It is for information and planning purposes only. On the contrary, it may lead to costly mistakes.
Top Performing High-Risk Funds That Delivered High Returns in 2025 – Are They in Your Portfolio?
Trade Brains
JULY 17, 2025
Expense Ratio (as of July 14, 2025): 1.87% (for regular plan, direct plan likely lower) 3-Year Annualized Return: 38.66% 5-Year Annualized Return: 32.59% This thematic fund invests in public sector undertakings (PSUs). Quant Small Cap Fund Direct Plan Growth Category: Equity AUM (as of July 14, 2025): ₹29,629.09
The Money Tasks You’re Avoiding And How To Make Progress (Part 2)
Workable Wealth
NOVEMBER 25, 2020
They afford more flexibility and control over your investment options, fees, and providers making it an excellent complement to an existing 401(k). Traditional IRAs operate similarly to your workplace plan. Contributions are pre-tax, investments grow tax-free, and distributions are taxed as ordinary income.
Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing
Carson Wealth
JUNE 9, 2025
Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. The fasted 1,000 point milestone to milestone interval ever was only five days from 32,000 to 33,000 in March 2021. Any bets on when it breaks 100k?
Tuesday links: the damage already done
Abnormal Returns
OCTOBER 29, 2024
theverge.com) How social media can wreck your investing plan. blogs.cfainstitute.org) Investment success is about small advantages compounded over time. Strategy Another sign that gambling is being normalized. morningstar.com) Fund management Does the world need a leveraged Berkshire Hathaway ($BRK.B)
Weekend Reading For Financial Planners (May 3–4)
Nerd's Eye View
MAY 2, 2025
a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!
The Reboot and Rebrand of Advisor Today
NAIFA Advisor Today
JANUARY 28, 2025
As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.
1031 Exchanges vs. Opportunity Zone investments
SEI
JULY 15, 2025
For clients with significant capital gains and long-term horizons, these strategies remain critical tools in tax-aware investment planning. Learn how business development companies offer access to private credit and equity investing. Get the latest insights. July 15, 2025 Understanding business development companies.
Worries And Uncertainty Grow, but There Are Positives
Carson Wealth
APRIL 23, 2025
A Gentle Reminder that Youve Planned for This The fears and worries are real, but there are some positives out there as well. Stick with your plan. isnt the way to reach long-term investment goals. Rebalancing, staying diversified, and following your investment plan are important concepts to focus on in times like this.
Here’s the Exact Amount of Your Salary You Should Be Putting in Mutual Funds – Check Now!
Trade Brains
JULY 3, 2025
If your monthly salary is in the range of ₹30,000–₹50,000 Invest 10%–15% Before aggressively investing and for your emergency fund (emergency savings should arrange for at least 3 months of expenses!)
How to Safeguard Your Digital Wealth
Fintoo
JUNE 26, 2025
Once confined to paper certificates, vaults, and real estate deeds, wealth today lives in the cloud, in digital wallets, on investment platforms, and across financial apps. Why cybersecurity is the new cornerstone of wealth protection in 2025 The way we understand, grow, and store wealth has transformed drastically.
India’s SIP Surge Saw Record-Breaking Mutual Fund Investment in May 2025
Trade Brains
JUNE 13, 2025
May 2025 marked a significant milestone in the country’s investing journey, as Systematic Investment Plans (SIPs) continued their record-breaking streak. What used to be a tool for the financially savvy urban elite has now become India’s favorite way to invest.
What Taxpayers Need to Know about Long-Term vs. Short Term Capital Gains Tax Rates in 2025
Harness Wealth
JULY 31, 2025
The 2025 tax year brings inflation-adjusted brackets that could affect investment planning, with long-term capital gains thresholds increasing by approximately 2.8% Net Investment Income Tax on top of regular capital gains rates, making tax-efficient investing strategies particularly important for those above certain income thresholds.
How to Handle Exit Loads in Mutual Funds: A 2025 Guide from an Investor’s Perspective
Fintoo
JULY 18, 2025
Exit load is the fee mutual funds charge you when you redeem your investment before […] The post How to Handle Exit Loads in Mutual Funds: A 2025 Guide from an Investor’s Perspective appeared first on Fintoo Blog. Introduction: Why Exit Load Matters in 2025 What is an exit load in mutual fund?
Halftime Reading
Random Roger's Retirement Planning
FEBRUARY 9, 2025
The point is to understand that a portfolio that is valid for a long term investment plan will have periods where it lags in a frustrating manner. In real life, the Mystery Fund isn't suitable as a one portfolio solution despite being in the ballpark. The result is close but the fund isn't valid for that purpose.
Shriram AMC Unveils Chhoti SIP – Taking Mutual Funds to Every Indian Household
Trade Brains
AUGUST 10, 2025
Mumbai, August 11, 2025: Shriram Asset Management Company (Shriram AMC), a part of Shriram Group, has announced the launch of Shriram Chhoti SIP, a low-ticket size Systematic Investment Plan (SIP) that allows investors to start investing with just ₹250 per month.
Market Moves: Tariffs, AI, and the Push-Pull of Prices
Tobias Financial
MARCH 12, 2025
You may be wondering how all of this impacts your financial future and the plans youve worked hard to build. We know market swings can be unsettling, but we encourage you to focus on your long-term financial plan rather than short-term fluctuations. These concerns are understandable, and youre not alone in feeling this way.
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