Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Read More.

Planning 76

Planning Numbers Marketing 76

CFO News Room

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. At the beginning of 2022, the first Investment Adviser Representative (IAR) annual CE requirements took effect.

Education 130

Education Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. We recognize (and appreciate!) Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 30, 2022

Ben Henry-Moreland is a Senior Financial Planning Nerd at Kitces.com , where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advicers better and more successful. Team Kitces.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

NOVEMBER 12, 2022

Amid an “incredibly active” period for cyberattacks, the director of the SEC’s examinations division highlighted the areas of cybersecurity where advisory firms are most often deficient. From there, we have several articles on advisor marketing: Three tactics advisors can use to improve their ‘close’ rate with prospective clients.

Planning 130

Planning Compliance Leverage Investments 130

CFO News Room

DECEMBER 19, 2022

Which means there is still ample time for the FPA to clarify its intentions and any further swings in its advocacy views. The second indicator is the FPA’s decision to leave the Financial Planning Coalition at the end of 2022 , at the exact moment it is embarking on a major new advocacy initiative. On March 30 th of 2007, the D.C.

Planning 130

Planning Accounting Investments Sales 130