The New Challenge for the Next Generation of Financial Planners
The firms that figure out how to profit from “apprenticeship” planners, helping turn trained planners into effective salespeople, will be the ones that succeed.
Kitces, Moore Launch XY Planning Network
Members of the XY Planning Network will offer fee-only financial planning services on an “affordable” monthly retainer and work with clients virtually.
Thinking of Cutting Back on Financial Planning? Don’t.
It’s hard to make a solid dollars-and-cents argument for providing financial planning services, but it’s the foundation for the bond between advisor and client.
Retirement Tools to Motivate Phone Junkies and Competitors
The Principal now lets workers sign up for 401(k)s via text message; Putnam channels investors' urge to keep up with the Joneses.
AICPA Updates Guide for Growing Ranks of CPA Planners
The guidance becomes effective July 1 and covers all aspects of the planning process, AICPA says.
Did CFP Board Shorten Exams to Lure Certificants?
CFP Board “maintains it wasn’t making the exam easier; the gut response of the community seems to disagree," says Michael Kitces.
Why Financial Planning Can’t Be Offered to the Masses
In part one of a series, we explore the root cause for why advisors can’t extend services to more Americans. It's not what you think.
The Biggest Trap Advisors Face When Marketing Themselves
When you cast your prospect net wider hoping to attracting more clients, your prospect list may grow, but your close rate will suffer.
CFP Board, Under Pressure, Drops CE Plan
Board says it won’t enter the CE provider space “at this time”; announces multiyear plan to improve offerings.
What if Financial Planning Was More Like Build-A-Bear?
For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.