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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena.

Planning 270
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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny

Nerd's Eye View

While state and Federal regulations clearly outline recordkeeping requirements for areas like financials, advertisements, and trading records, there is a notable gap when it comes to documenting the delivery of services – especially financial planning services – necessary to justify the fees charged for those services.

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Planning For When You-Know-What Hits the Fan

Wealth Management

Financial advisors must consider the unexpected costs of end-of-life care in retirement planning to help clients prepare for potential care bombs.

Planning 219
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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice

Nerd's Eye View

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. These conversations are often emotional and vulnerable, requiring a sense of safety built on years of trust that technology simply can't replicate.

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Confronting the Change Challenge

Learning Objectives: This course objective is to understand how to initiate, plan for, and welcome change to maintain competitiveness in the marketplace. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change. Field of Study: Personal Development. Recommended CPE: 1 CPE.

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Focused on the Future: Kevin Keller on the Evolution of Advice, Capturing Next Gen Talent and AI’s Place in Planning

Wealth Management

CFP Board CEO Kevin Keller discusses the shift to holistic financial planning, efforts to increase diversity in the profession and AI’s impact on financial services.

CFP 258
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How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?

Nerd's Eye View

Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. The good news is that CMAs can still provide a range of realistic spending limits, and, even better, most financial plans are not static one-and-done roadmaps.

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How to Make the Hybrid Model Work for Your Team

How Globalization Partners’ technology can enable a hybrid game plan. Download the eBook to learn more about: What the hybrid model of work is. How to choose the right hybrid model for your company.

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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Global Growth Playbook: Scaling a Remote-First Company

Today, one in three employees prefer working from home over working from the office, and nearly half of companies plan to continue offering some form of remote work flexibility to their employees. How Globalization Partners can help implement a remote-first plan. Experience the Benefits of a Remote-First Workforce.

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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

Additionally, companies need to adopt a long-term perspective and engage in rigorous financial planning to identify potential risks and opportunities. By implementing these strategies, companies can build a resilient balance sheet that can weather economic storms and position themselves for long-term success.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Forecasting That Works 📈 How AI and predictive analytics can improve financial planning. Human Oversight 🤖 Why people remain a key part of spend management, and how to strike the right balance between AI-driven analytics and human financial expertise. Master the balance between analytics and action.