Archives for 2021
IRAs with alternative assets are toast in House tax bill
If You’re Hit With a Price Increase, Take These 6 Steps
From time to time, you may need to raise prices in your business to keep up with production or offset business expense increases. But what if you’re hit with a price increase? What do you do? Whether it’s a supplier, service provider, or another vendor you work with, a price increase can be crippling in […]
Global survey ranks 4 key skills for Planners
A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need. The Financial Planning Standards Board, which runs the Certified Financial Planner certification outside the United States, undertook its second Global Job Analysis Survey recently to assess the most important […]
#FA Success Ep 248: Scaling Diamond Teams Profitably By Charging Separate Planning Fees, With J.D. Bruce
Welcome back to the 248th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is J.D. Bruce. J.D. is the Chief of Innovation for Abacus Wealth Partners, an RIA headquartered in Santa Monica, CA that manages over $4B in assets for 1,900 clients. What’s unique about J.D., though, is how he’s been […]
CISI launches new CPD app
The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK. The app will allow members to track their Continuing Professional Development (CPD) studies on a mobile device. The professional body says CISI members in 100 countries will be able to maintain their mandatory […]
RIA Leaders 2021: What’s wrong with RIA rankings
RIA Leaders 2021: Why ranking fee-only firms is difficult
CISI backs World Financial Planning Day campaign
The CISI, professional body which runs the Certified Financial Planner (CFP) qualification in the UK, is backing World Financial Planning Day (WFPD) on 6 October. The global day will precede the UK’s own Financial Planning Week 2021 later in October, an annual event to promote Financial Planning. World Financial Planning Day is organised by the […]
CISI backs World Financial Planning Day campaign
The CISI, professional body which runs the Certified Financial Planner (CFP) qualification in the UK, is backing World Financial Planning Day (WFPD) on 6 October. The global day will precede the UK’s own Financial Planning Week 2021 later in October, an annual event to promote Financial Planning. World Financial Planning Day is organised by the […]