Indigo Marketing Agency

JANUARY 17, 2024

You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement. When done right, careful planning can set you up for a much easier and more profitable exit—while avoiding common pitfalls along the way.

Financial Advisor 52

Financial Advisor Planning Retirement Clients 52

Nerd's Eye View

NOVEMBER 3, 2023

Among other measures, the proposal would amend the current 5-part test that determines fiduciary status for retirement accounts by defining as a fiduciary act a one-time recommendation to roll funds from a company retirement plan to an Individual Retirement Account (IRA), strengthen advice standards for independent insurance professionals, apply to (..)

Financial Planner 213

Financial Planner Retirement Planning Retirement Insurance 213

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 200

Financial Advisor Financial Planner Insurance Clients 200

Wealth Management

OCTOBER 5, 2023

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

Wealth Management 112

Wealth Management Retirement Management Investment Planning 112

Nationwide Financial

OCTOBER 18, 2022

As college costs rise, qualified tuition plans, or 529 college savings plans, can be an option for clients to save for their child or grandchild’s (or even their own!) There are two types of 529 plans—each with its own advantages. Plans also vary by state, so location will come into play when choosing between plans.

Clients 98

Clients Planning Education Taxes 98

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 199

Financial Planner Retirement Retirement Planning Advertising 199

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 230

Asset Allocation Wealth Accumulation Assets Portfolio 230

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 116

Wealth Management Client Management Investment Planning Clients 116

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

Financial Planning 95

Financial Planning Clients Planning Education 95

A Wealth of Common Sense

MARCH 31, 2023

Chasing fad investments. Not following an investment plan. If there were only one approach that worked, everyone would do that.1 1 I know plenty of investors with completely different styles that have found success in the markets over the years. Thinking.

Investing 138

Investing Investments Investment Planning Planning 138

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 194

Financial Planner Certification CFP Financial Advice 194

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 198

Financial Planner Healthcare Investment Planning Clients 198

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Financial Planner 167

Financial Planner Certification CFP Clients 167

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 195

Financial Advising Startup Taxes Financial Services 195

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Clients 206

Clients Fee Only Planning Advertising 206

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 210

Financial Planner CFP Clients Investment Planning 210

Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 198

Fee Only Portfolio Clients Planning 198

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.

Financial Planner 161

Financial Planner Financial Advisor Retirement Planning Medical 161

Nerd's Eye View

SEPTEMBER 23, 2022

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. A new designation is available for advisors looking to serve clients with nonqualified deferred compensation plans.

Financial Planner 194

Financial Planner Compensation Planning Compliance Insurance 194

Nerd's Eye View

JANUARY 13, 2023

From there, we have several articles on retirement planning: The latest rules for 2023 Required Minimum Distributions from inherited retirement accounts. 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.

Financial Planner 164

Financial Planner Retirement Planning Compliance Retirement 164

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

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

International College of Financial Planning

FEBRUARY 23, 2024

This blog delves into the essence of CERTIFIED FINANCIAL PLANNER® certification, its significance, and how it can be a game-changer for aspiring financial planners, especially through courses offered by the International College of Financial Planning (ICOFP).

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Truemind Capital

FEBRUARY 2, 2021

When the last two days remained for the deadline to submit investment proofs, he gets in action and hurriedly contacts his colleague’s agent who helps him make an investment of Rs 1.5 Little did Rohit know that he ended up investing in a pension plan with a commitment to pay fixed annual premiums. Arrange call back.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

Nerd's Eye View

MARCH 8, 2024

to prevent fraud.

Financial Planner 183

Financial Planner Asset Allocation Clients Risk Management 183

Wealth Management

DECEMBER 14, 2022

New survey sheds light on spending and investing plans.

Clients 83

Clients Investment Planning Planning Investing 83

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well.

Retirement 98

Retirement Portfolio Investing Investments 98

Talon Wealth

OCTOBER 26, 2023

Retirement planning can be intimidating, especially if you need help figuring out where to start. When assembling your budget for retirement income planning , consider all your sources of income, such as your job, rental properties, investments, etc. The post Tips to Save for Retirement appeared first on Talon Wealth.

Retirement 98

Retirement Retirement Planning Budgeting Taxes 98

WiserAdvisor

NOVEMBER 21, 2022

What’s tricky about financial planning is that not every strategy is designed for every person. As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. What is a Certified Financial Planner?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” The new framework provides the tools to meet the highest financial planning standards.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

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

The Irrelevant Investor

MAY 23, 2019

I have never had a financial plan built for me, which is somewhat embarrassing, even hypocritical. I have said numerous times that investing has to be tied to your goals, so I suppose it's fair to say I was paying lip service to this idea. When you build a financial plan, you have to make a lot of assumptions. I don't know.

Financial Planning 52

Financial Planning Planning Retirement Asset Allocation 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. Discuss more advanced estate planning, charitable planning and special family issues. This is the new normal, where she is now loving life and moving forward.

Charitable Planning 77

Charitable Planning Estate Planning Retirement Planning Tax Planning 77

Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans. Here’s what you should do.

Retirement Planning 40

Retirement Planning Retirement Planning Wealth Management 40

Gen Y Planning

APRIL 3, 2023

Sign #2: You’re Ready to Create a Retirement Savings Plan Similar to Sign #1, retirement is all about knowing where you’re going so you can make the most of the journey ahead. This, again, is something a financial advisor can help you do — turn your daydreams about your dream retirement into a realistic savings plan.

Financial Advisor 52

Financial Advisor Tax Planning Retirement Taxes 52

International College of Financial Planning

JANUARY 15, 2024

Let’s discuss financial planning courses online and get an insight into its ability and success. Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies. The college has vast course options to choose from.

Certification 52

Certification Financial Planner Certified Financial Planner Financial Planning 52

International College of Financial Planning

MARCH 13, 2023

Professional Management: Mutual funds are professionally managed investments, diversified across various assets, to help investors reach their financial goals. Flexibility: Mutual funds are flexible investments that allow investors to invest as little as Rs.

Investing 52

Investing Investments Financial Planner Risk Tolerance 52