Weekend Reading For Financial Planners (February 15–16)
Kitces.com Blog » Financial Marketing
by Adam Van Deusen
2d ago
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall orRead More... The post Weekend Reading For Financial Planners (February 15–16) first appeared on Kitces.com ..read more
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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits
Kitces.com Blog » Financial Marketing
by Ben Henry-Moreland
4d ago
When the Social Security Fairness Act was signed into law on January 5, 2025, it came as a relief to many recipients of state or local government pensions whose Social Security benefits had been, up until now, reduced by the Windfall Elimination Provision (WEP) for individuals claiming retirement benefits under their own name, or theRead More... The post “How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits first appeared on Kitces.com ..read more
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#FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr.
Kitces.com Blog » Financial Marketing
by Michael Kitces
6d ago
Welcome everyone! Welcome to the 424th episode of the Financial Advisor Success Podcast! My guest on today's podcast is David Grau, Jr. David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. What's unique about David, though, isRead More... The post #FASuccess Ep 424: Executing A Successful Internal Succession Plan In The Private Equity Era Of Advisor M&A, With David Grau Jr. first appeared on Kitces.com ..read more
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How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update
Kitces.com Blog » Financial Marketing
by Sydney Squires
6d ago
To earn the CFP marks, candidates must fulfill four key requirements: Education (holding a bachelor's degree and completing the required coursework through a CFP Board registered program), Exam (passing the 170-question CFP exam), Experience (gaining hands-on experience providing financial advice to the public), and Ethics (acting as a fiduciary). Among these, the Education component offersRead More... The post How To Determine The ‘Best’ CFP Education Program (For You): 2025 Update first appeared on Kitces.com ..read more
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Weekend Reading For Financial Planners (February 8–9)
Kitces.com Blog » Financial Marketing
by Adam Van Deusen
1w ago
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year. During his nearly two-decade tenure, Keller oversaw a near-doubling ofRead More... The post Weekend Reading For Financial Planners (February 8–9) first appeared on Kitces.com ..read more
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Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting
Kitces.com Blog » Financial Marketing
by Michael Kitces
1w ago
The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides. Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. And at the same time, prospects are likely to feel vulnerable and equally nervousRead More... The post Kitces & Carl Ep 157: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting first appeared on Kitces.com ..read more
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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage
Kitces.com Blog » Financial Marketing
by Ben Dobler
1w ago
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses. However, HSAs require individuals to be covered by a High Deductible Health Plan (HDHP), which has tradeoffs compared toRead More... The post Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage first appeared on Kitces.com ..read more
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#FASuccess Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs, With Cristina Livadary
Kitces.com Blog » Financial Marketing
by Michael Kitces
1w ago
Welcome everyone! Welcome to the 423rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Cristina Livadary. Cristina is the CEO of Mana Financial Life Design, an RIA based in Los Angeles, California (but works virtually with clients nationwide), that oversees approximately $70 million in assets under management for 119 clientRead More... The post #FASuccess Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs, With Cristina Livadary first appeared on Kitces.com ..read more
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Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025)
Kitces.com Blog » Financial Marketing
by Ben Henry-Moreland
2w ago
Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that FP Alpha has released its tax returnRead More... The post Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025) first appeared on Kitces.com ..read more
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Weekend Reading For Financial Planners (February 1–2)
Kitces.com Blog » Financial Marketing
by Adam Van Deusen
2w ago
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they face. WhichRead More... The post Weekend Reading For Financial Planners (February 1–2) first appeared on Kitces.com ..read more
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