FP Magazine - Financial Planning
WEBFinancial Planning Magazine covers the latest trends and issues in wealth management, financial planning and investment advice. Find articles, rankings, surveys and more on topics such as ESG ...
Financial Planning Homepage | Financial Planning
WEBFinancial Planning is a source of news and analysis for financial advisors, covering topics such as politics, technology, retirement, diversity and more. Find out the latest trends, challenges and ...
J.D. Power announces 2021 best financial advisor firms - Financial …
WEBApr 15, 2021 · Edward Jones tops the list of 19 wealth managers in 2021, while Prudential, Advisor Group and Merrill Lynch fall to the bottom. Raymond James drops from No. 4 to No. 15, while Fisher Investments ...
A guide to 6 certifications for wealth management and financial ...
WEBSep 17, 2023 · Learn about the letters behind the names of financial advisors, such as CFP, CFA, CPA, ChFC, RICP and CEPA. Find out what they mean, how to get them and why they matter for clients.
Financial advisor vs. planner: what's the difference?
WEBAug 27, 2021 · Over time, the financial services industry has blurred the line between the terms financial “advisor” and “planner,” often at the expense of the client's experience. Lily Wolfson. Summer ...
IBD Elite 2021: Independent broker-dealer data - Financial Planning
WEBAug 23, 2021 · View the annual ranking and metrics of 46 firms that generated more than $30 billion in revenue in 2020. Use the interactive tool to compare payouts, advisor headcounts, client assets and more.
Common HSA mistakes cost savers | Financial Planning
WEBAugust 12, 2024, 2:07 p.m. EDT 3 Min Read. Clients eager to use the benefits of health savings accounts must steer clear of all-too-common mistakes that could bring large tax payments or big ...
24 tax tips for self-employed clients | Financial Planning
WEBAug 25, 2023 · Learn how to save taxes and plan for retirement as a self-employed person from financial advisors and tax professionals. Find out about deductions, retirement plans, company structures and more.
Testing Warren Buffett’s suggested retirement portfolio
WEBApr 3, 2019 · The next model is a 60/40 portfolio consisting of 60% large-cap U.S. stock and 40% U.S. aggregate bonds. The third model is the Buffett-suggested portfolio consisting of 90% large-cap U.S. stock ...
CE Quiz - Financial Planning
WEBEarn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute as a subscriber to Financial-Planning.com. Find the quizzes for each month of 2023 and 2024 on various ...
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