Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the industry news that the CFP Board is proposing updates to its disciplinary Sanction Guidelines and Procedural Rules, which would make the Failure To Report a disciplinary violation to the CFP Board result in a public censure (not …
Key takeaways:
FPA CEO Dante De Gori CFP®, and FPA Head of Policy, Strategy and Innovation Ben Marshan CFP®, appeared before the House Economic Committee yesterday, to provide an update on current issues impacting financial planning, including the cost of advice, increasing gender diversity and further scope for innovation in the profession.
Responding …
If there is one constant in the world of investing and financial advice, it’s that there will always be a seemingly unending procession of “next great things”. Human progression being what it is, there have been some incredible opportunities for people to be rewarded for investing in innovation. However, for every “home run” like Amazon, …
In December 2019, the Setting Every Community Up For Retirement Enhancement (SECURE) Act was passed into law, bringing with it substantial changes to the laws governing retirement accounts. Of the changes, perhaps the most discussed were the revisions to the post-death distribution rules, which eliminated the ‘stretch’ provision for most non-spouse designated beneficiaries of retirement …
Welcome back to the 239th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Ryan Frailich. Ryan is the founder of Deliberate Finances, an RIA located in New Orleans, Louisiana that serves young professionals using a monthly subscription fee model.
What’s unique about Ryan, though, is that he’s intentionally built …
Improvements in worker productivity over time are one of the biggest drivers for increasing an entire country’s standard of living. In the context of an individual business, productivity becomes the driver for growing revenue faster than the associated costs to support that revenue – otherwise known as “scaling” the business. For most businesses, investments in …
Financial Planning Association of Australia (FPA) CEO, Dante De Gori CFP® has advised the Board of his intention to step down at the end of 2021, after nearly six years in the role and almost 12 years with the FPA.
FPA Chair, Marisa Broome CFP®, said that during a period of tremendous …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with industry buzz that a new Senate bill would remove the “Specified Service Trade Or Business” (SSTB) limitations on the Qualified Business Income deduction, effectively opening the door for financial advisors to claim the 20%-of-income deduction… with the caveat …
The latest ASIC estimated industry funding levy for financial planners reinforces the FPA’s position that the current formula for the levy is not equitable or sustainable, and must be reviewed immediately before more financial planning practices are forced to close.
The ASIC industry levy for financial planners has gone up over 340 per cent in …