Nerd's Eye View
SEPTEMBER 11, 2023
annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well. a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).
CFO News Room
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
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Nerd's Eye View
JANUARY 12, 2024
Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)
Nerd's Eye View
OCTOBER 30, 2023
So I hope you'll find this year's 2024 top conferences list (and our updated Master Conference List) to be helpful as a guide in planning your own conference budget and schedule for next year, and be certain to take advantage of the special discount codes that several conferences have offered to all of you as Nerd's Eye View readers!
Nerd's Eye View
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
Nerd's Eye View
OCTOBER 17, 2022
Which, in turn, is spawning even more hunger for specialized practice management conferences in 2023. Leading to an expansion in various ‘niche’ conferences that specialize in particular challenges that advisors face as they follow the growth journey.
The Finance Weekly
APRIL 13, 2022
Just about every company can improve efficiency through automation and technology, and this is especially true with tasks such as accounting and financial planning. Practice management softwares help create more efficient tax teams by simplifying activities such as assigning tasks, automating workflows, and getting approvals.
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