Weekend Reading For Financial Planners (October 4–5)
Intense Life Desires Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
Expense Tracking
Finli makes 4 adviser firm acquisitions
Finli Group website National Financial Planning firm The Finli Group has acquired four more adviser...
‘Taxes are part of everything’: Show Me Your Stack
Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview...
Nicola Ellis scoops CFP Planner of the Year award
Award winner Nicola Ellis of Wellington Wealth Financial Planner Nicola Ellis CFP MCSI of Glasgow-based...
What the government shutdown means for the SEC
If you’re already in investigators’ crosshairs because of a big Ponzi scheme, the current government...
Secrets of finding new clients
Warren Shute at the CISI Financial Planning Conference Innovative and fun client events can be...
How advisors take advantage of IBD consolidation and growth
Over the last three years, the independent broker-dealer channel has seen the most consolidation in...
What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
The profession of financial advice often centers on the logistical, logical outcomes of financial planning...
Quilter rebrands fintech arm to Quilter Invest
The new logo Wealth manager and Financial Planner Quilter has rebranded its app-based fintech NuWealth...
Judge nixes ex-Well Fargo broker’s tax write-off claim
When Francisco Gil was an advisor at Wells Fargo, he twice used a tax form...