Planning Related Topics 
Nerd's Eye View
DECEMBER 18, 2024
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.
Nerd's Eye View
NOVEMBER 25, 2024
Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
DECEMBER 11, 2024
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.
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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.
Wealth Management
MAY 19, 2025
Decoding covered gifts and bequests under the final regulations.
Nerd's Eye View
FEBRUARY 26, 2025
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. 529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Read More.
Advertiser: G-P
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.
Advertisement
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.
Advertiser: G-P
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.
Advertisement
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.
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.
Expert insights. Personalized for you.
246 
Let's personalize your content