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The article discusses the state of women in financial planning, highlighting the progress that has been made in increasing the representation of women in the field. While there has been a steady increase in the number of women CFP professionals, there are still barriers that prevent more women from pursuing careers in financial planning, such as gender bias and concerns about business models and compensation structures. Studies have shown that greater gender diversity in the workplace leads to enhanced customer growth and higher profit levels. To increase gender diversity in the talent pipeline, leaders must acknowledge these barriers and implement initiatives to engage and support women in the field. The article emphasizes the importance of mentorship and ongoing commitment from organizations to attract, develop, and advance women in financial planning careers. Despite the challenges, many female CFP professionals have found that financial planning offers them access to career opportunities that align with their interests and needs. The article concludes by expressing a commitment to increasing women's opportunities in financial planning and promoting their engagement and influence in the profession. [Extracted from the article]

That group has 23.3 million individual clients and 4.7 million planning clients, as listed by firms in sections of the document for each type of customers in an RIA's base. Pointing out that there are about 90,000 CFPs and that most advisors can handle no more than 100 clients in "deep, meaningful financial planning relationships", Kitces offered an estimate of 9 million customers. A planning client may also appear in counts of other firms' portfolio management customers, depending on whether an RIA outsources those services, it said. [Extracted from the article]

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas. [ABSTRACT FROM AUTHOR]

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas. [ABSTRACT FROM AUTHOR]

This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients. [ABSTRACT FROM AUTHOR]

This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients. [ABSTRACT FROM AUTHOR]

Whether they were members of the military, teachers, civil engineers, broadcasters, human resources directors or something else, they all share a desire to examine what profession truly fulfills them and take the often arduous path of reinvention. [ABSTRACT FROM AUTHOR]

The BLX Internship Program aims to address the lack of diversity in the financial planning industry by connecting Black and Latinx students and career changers with fee-only and fee-based financial planning firms for paid summer internships. The program works with over 50 colleges and universities, including historically Black colleges and universities and Hispanic-serving institutions, to recruit diverse talent. Firms interested in participating do not have to focus on recruiting efforts as the program handles the vetting and selection process. By hosting interns through the BLX Internship Program, firms can access exceptional talent and contribute to fostering diversity within their organizations. [Extracted from the article]

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas. [ABSTRACT FROM AUTHOR]

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas. [ABSTRACT FROM AUTHOR]

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas. [ABSTRACT FROM AUTHOR]

Financial advisors are increasingly recommending private markets as a way to diversify investment portfolios and protect against losses. Many high net worth clients are interested in private equity, credit, real estate, or venture capital funds to provide downside protection. Surveys show that a majority of wealth managers have helped investors enter private markets, with diversification being the primary goal. However, caution is advised as private markets may not be suitable for everyone, and there are risks associated with liquidity and the ability to identify good investment opportunities. Tech firms are emerging to help wealth managers navigate the complexities of private markets, and firms like Opto Investments are acting as fiduciaries to assist advisors in selecting appropriate funds. Overall, familiarity with alternative markets is becoming increasingly important for advisors to effectively serve their clients. [Extracted from the article]

The article discusses the trend of wealth management firms offering generous recruiting loans to attract talented advisors. These loans, which are forgiven over a set period of time, serve as a powerful incentive for advisors to stay with the firm. The article highlights LPL Financial and Morgan Stanley as firms with significant increases in their recruiting loan balances. It also explores the connection between loan balances and financial performance, noting that firms with lower loan balances have seen more stagnant revenue growth. The article concludes by discussing the factors that influence loan amounts and predicts that recruiting deals will continue to grow in the future. [Extracted from the article]

Financial planning careers pay well and offer great prospects, but many students still don't know they exist. [ABSTRACT FROM AUTHOR]

The article highlights 35 top financial planning schools in the U.S., which includes Alfred State University in New York, Boston University in Massachusetts and Kansas State University in Kansas. Topics discussed include registered programs with the Certified Financial Planner Board of Standards offered by the educational institutions, tuition fees and student-to faculty ratio. Also mentioned are brief histories of the schools.

A list of top college for giving degree in financial planning is presented which includes Albertus Magnus College, Alfred State College, and Angelo State University.

The document titled "New Issues" is a list of competitive bond offerings compiled by IHS Markit. It includes information about various issuers from different states, such as school districts, municipalities, and building corporations. Each entry provides details about the issuer's name, state, bond description, amount, time of sale, financial adviser, legal opinion, maturing date, insurer, and credit ratings. The document is subject to change, and shaded listings indicate new offerings. It serves as a resource for library patrons conducting research on specific topics related to bond offerings. [Extracted from the article]

This document is a compilation of upcoming bond offerings from various issuers in different states. It includes information such as the issuer, state, description of the bond, amount, time of sale, financial adviser, legal opinion, maturity, insurer, and credit ratings. The document is subject to change and provides the latest details on the bond offerings. It is intended to assist library patrons conducting research on bond offerings and provides a comprehensive overview of upcoming opportunities. [Extracted from the article]

This document is a list of upcoming bond offerings from various issuers in different states. The list includes information such as the issuer, state, description of the bond, amount, time of sale, financial adviser, legal opinion, maturing date, insurer, and credit ratings. The document is subject to change and provides the latest details on each bond offering. This information can be helpful for library patrons conducting research on municipal bonds and bond sales. [Extracted from the article]

This document is a list of competitive bond offerings compiled by IHS Markit. It provides information on upcoming bond sales for various municipalities, school districts, and public entities in different states. The list includes details such as the name of the issuer, the purpose of the bonds, the amount being issued, the time of the sale, the financial advisors and legal firms involved, and the credit ratings. The document is subject to change and can be a useful resource for library patrons conducting research on municipal bonds and public finance. For more information, readers are directed to visit the website www.bondbuyer.com. [Extracted from the article]

This document is a compilation of upcoming bond sales from various issuers in different states. It provides information such as the issuer, state, description, amount, time of sale, financial adviser, legal opinion, maturing date, insurer, and credit ratings. The document is organized by date and includes both competitive offerings and negotiated sales. It is a valuable resource for library patrons conducting research on bond offerings. [Extracted from the article]

This document is a list of upcoming bond offerings compiled by IHS Markit. It includes information on various issuers, their respective states, descriptions of the bonds, amounts, times of sale, financial advisers, legal opinions, maturing dates, insurers, and credit ratings. The list is organized by date, with offerings scheduled for Monday, July 22, and Tuesday, July 23. It is important to note that the information is preliminary and subject to change. [Extracted from the article]

This document is a list of competitive bond offerings compiled by IHS Markit. It includes information on various issuers, descriptions, amounts, and sale times of the bonds. The document also provides details on financial advisers, legal opinions, maturing dates, insurers, and credit ratings. [Extracted from the article]

This document is a list of upcoming bond sales for various municipalities and school districts in different states. The list includes information such as the name of the issuer, the state it is located in, the type of bond being sold, the amount of the bond, the time of the sale, and the financial advisors and legal counsel involved. The document also provides credit ratings for some of the bonds. It is a useful resource for library patrons conducting research on municipal bonds and can help them stay informed about upcoming bond sales in different areas. [Extracted from the article]

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields. [ABSTRACT FROM AUTHOR]

The article examines how financial advisors can improve their business by offering some services for free. It references insights from the book, "Free: The Future of a Radical Price" by Chris Anderson. It notes that adopting the "freemium" business model that bundles free financial planning solutions with a paid product can help grow the perceived value of the service. Critics say that using freemium for financial planning might undermine the value of financial products.

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them. [ABSTRACT FROM AUTHOR]

The Financial Planning Association (FPA), a membership organization and trade group for certified financial planners, announced on July 21 that it would seek legal recognition for the title "financial planner." Industry News Financial planners could see their job titles become legally protected if a new move by an industry trade group pays off. Title protection would distinguish financial planners from other financial service providers and establish minimum standards for one to use the title. [Extracted from the article]

When asking if knowledge in the hands of your clients is helpful ... the argument can go both ways. [ABSTRACT FROM AUTHOR]

According to a recent survey, a significant number of retirees still have mortgage and credit card debt. Financial advisors have varying opinions on whether it is beneficial to pay off mortgages into retirement, with some viewing mortgages as a "good debt" backed by an asset and others recommending paying off debt early. Factors such as interest rates, home value, and income levels play a role in these decisions. Advisors also caution against high-interest credit card debt and suggest considering reverse mortgages as a potential source of additional income in retirement. However, they emphasize that reverse mortgages are not suitable for everyone and should be a last resort. [Extracted from the article]

Financial advisors are encouraging open discussions about politics with their clients, even if they have differing views. They believe it is important to address potential awkward conversations head-on and provide context behind headlines. Advisors remind clients to focus on their long-term goals and not let politics dictate their investment decisions. They also try to find common ground and steer conversations away from divisive political issues by emphasizing the impact of major events on the stock market. While advisors may not always agree with their clients' political beliefs, they strive to educate on policy implications and look for areas of agreement. [Extracted from the article]

The article presents the financial planning education 101 at top 10 institutions in the U.S. It details the school profiles, administration, and educational programs at institutions such as the College of Financial Planning in Colorado, Boston University in Massachusetts, and Kansas State University in Kansas. It includes the virtual certification programs at Kaplan University, and on-site certification programs at Texas Tech University in Texas and William Paterson University in New Jersey.

The article provides brief information on various undergraduate and graduate programs for financial advisors offered by different colleges and universities in the U.S. It includes B.S. in finance with a focus in personal financial planning at Albertus Manus College in Connecticut, BA.. or B.S. with a minor in financial planning at Ball State University in Indiana, and M.S. in financial planning in Bentley University. Details are also given about the faculty, tuition, and student clubs.

The article offers information on the top 30 financial planning schools in the U.S. It includes Boston University in Massachusetts that offers two certificate programs in financial planning with focus on underserved population. The program offered by Baylor University in Texas let students manage investment funds valued at 5.2 million dollars the proceeds of which pay for scholarships. DePaul University in Chicago relies on a pool of local Certified Financial Planners for its faculty. INSET: AT GEORGIA, HANDS-ON EXPERIENCE.

A proposed rule by the Securities and Exchange Commission (SEC) to regulate the use of AI and robo-advisor services in the financial planning industry is facing criticism from various financial planning groups and firms. Critics argue that the rule threatens the fiduciary principles of the industry and is too broad in its scope, potentially applying to technologies simpler than AI. The SEC's concern is that these advanced technologies may violate firms' duty to prioritize clients' interests. The SEC will consider the comments received before deciding whether to adopt the rule. [Extracted from the article]

This document provides a list of competitive bond offerings compiled by IHS Markit. The list includes various issuers from different states, along with descriptions, amounts, and sale times of the bonds. It also includes information about financial advisers, legal opinions, maturing dates, and credit ratings. The document is subject to change and provides a snapshot of new bond offerings. [Extracted from the article]

This document is a list of competitive bond offerings compiled by IHS Markit. It includes information on upcoming bond offerings, such as the issuer, description, amount, and sale time. The document also provides details on financial advisers, legal opinions, maturing dates, insurers, and credit ratings. The offerings are from different states and cover various purposes, including building, school, and general improvement projects. This information can be valuable for library patrons researching municipal bonds or specific municipalities and school districts. [Extracted from the article]

James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.' [ABSTRACT FROM AUTHOR]

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships. [ABSTRACT FROM AUTHOR]

But get a client referral, get client feedback, listen to other clients and talk to your peers. Aaron Klein, CEO at Riskalyze The leader of the portfolio risk assessment software firm said we're living in a tech-first world, but wealth management still isn't a tech-first industry. So when you take those two together, then you have to ask yourself, what are firms and advisors doing to keep those assets and to keep those customers understanding that a millennial is really a digital native?" Hart then gave the example of a 60-year-old client who is the head of household and preparing to transfer assets to the next generation. Fintech When looking at the modern wealthtech landscape, there seems to be a solution for every aspect of the business and new "best-in-class" innovations bursting into the inboxes of tech-focused advisors on a daily basis. [Extracted from the article]

This article discusses the concept of loss aversion and its impact on older clients in the field of financial planning. Loss aversion refers to the fear of losing more than the pleasure of gaining, and for older clients, this fear is compounded by the loss of health, independence, and relationships. Financial advisors must adapt their communication style to address these fears and ask questions that convey empathy and understanding. The article also highlights the importance of framing questions in a way that considers the client's loss aversion and emphasizes the need for compassionate and empathetic communication. [Extracted from the article]

This document titled "New Issues" provides a comprehensive list of competitive bond offerings compiled by IHS Markit. The list includes various issuers from different states, such as New Jersey, New York, South Carolina, Tennessee, Texas, Utah, Wisconsin, Illinois, Indiana, Kentucky, Massachusetts, Michigan, and Minnesota. The offerings range in amount and have different financial advisers, legal opinions, insurers, and credit ratings associated with them. The document is subject to change, and shaded listings indicate new offerings. It provides valuable information for library patrons conducting research on specific topics related to bond offerings. [Extracted from the article]

This document is a compilation of various bond offerings, including information about issuers, amounts, sale times, financial advisers, legal opinions, maturing dates, insurers, and credit ratings. The bonds are being sold by municipalities in different states, such as Massachusetts, New Jersey, New York, California, and Connecticut. Additionally, the document provides a list of negotiated bond offerings, negotiated note offerings, and municipal bond elections, with details about issuers, amounts, lead managers, financial advisers, and rating agencies. It also includes a list of school districts and their funding amounts in states like Oklahoma, New Jersey, Arizona, California, and more. This information can be valuable for library patrons researching bond offerings, municipal bond elections, and school district funding. [Extracted from the article]

This document is a list of competitive bond offerings, providing information on various issuers, descriptions, amounts, and sale times of the bonds. It also includes details about financial advisers, legal opinions, maturing dates, insurers, and credit ratings. The bonds are issued by different entities across multiple states, offering a diverse range of investment opportunities. For more detailed information, readers are directed to visit the website www.bondhuyer.com. [Extracted from the article]

Financial planning There are still some accounting professionals who feel that the wealth management business represents a conflict of interest that they'd rather not deal with. For example, if your life insurance professional is a career agent with a large, reputable company, you need to be sure that your clients are getting fair representation to all products available to them, not just those offered by the proprietary life insurance company agent. However, to honor your moral obligation to outside professionals with whom you have a long-term relationship, perhaps these folks may not become your PFP clients until you notice deficiencies, or the client wants to leave the prior advisor. [Extracted from the article]

The conflicts are fewer than many think, but they still require attention and planning on the firm's part. [ABSTRACT FROM AUTHOR]

The conflicts are fewer than many think, but they still require attention and planning on the firm's part. [ABSTRACT FROM AUTHOR]

The conflicts are fewer than many think, but they still require attention and planning on the firm's part. [ABSTRACT FROM AUTHOR]

Practice Management Before Jason Noble left his old firm to join Prime Capital Investment Advisors, he was frustrated by how antiquated some of the industry's tools are. The ESG factor "ESG is such a big net with scorecards out there and a lot of the money management firms", said Powers. Fee structures vary from firm to firm - they can range from 25 basis points to 1.5% of assets under management, in addition to the internal fees of the holdings, according to industry insiders. [Extracted from the article]

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law. [ABSTRACT FROM AUTHOR]