RightCapital launched its first financial planning and tax-aware solution in September 2015, at the XY Planning Network national conference, with a mission to “create a solution using complex models to solve clients’ problems and present the results via a simple and intuitive interface.”
Today, RightCapital has
An often underappreciated aspect of the financial planning process (and the resulting Plan that financial planning software packages produce) is that it wasn’t originally developed as part of fostering an ongoing client/advisor relationship. Rather, it was a tool that advisors would use to identify “gaps” or “needs” in someone’s overall financial picture and then sell …
The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.
Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the CFP® Certification Unit (CFP C) for each semester, with demonstrable dedication …
Financial advisors often have clients who are too busy to deal with many of the numerous tasks that are required of them by their financial plans, as their cognitive and/or emotional plates are filled by the issues that take priority in their daily lives. In these situations, advisors can use ‘nudges’ as decision-making aids that …
Following a formal vote of the FPA Board last week, we are delighted to announce that current FPA Board member David Sharpe CFP® has been appointed as FPA Deputy Chair.
David continues as a longstanding member of the FPA Board since November 2016 and is a CERTIFIED FINANCIAL PLANNER® professional who runs his …
Welcome back to the 217th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Sophia Bera. Sophia is the founder of Gen Y Planning, an RIA based in Austin, Texas that serves just under 100 young professionals in their 20s, 30s, and 40s.…
Since 1991, the CFP Board has offered the CFP certification exam to establish a high standard of excellence for financial advisors to act as fiduciaries for their clients. The exam is a rigorous, 6-hour test, and is offered only three times a year. Because of the rigorous nature of the exam and the scope of …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Biden administration will not be halting the new Department of Labor fiduciary rule, which controversially will begin to allow ERISA fiduciaries and those advising on IRA rollovers to receive commissions as long as they …
In 1999, the Social Security Administration began mailing paper copies of Social Security statements to most American workers that summarized their personalized retirement and disability benefits. While these statements were a valuable source of information for workers to understand their future benefits, budget cuts in 2011 ultimately precluded the Administration from continuing to mail paper …
Welcome back to the 216th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Jason Zweig. Jason is a financial journalist who wrote one of the first books on behavioral finance and neuro-economics and writes the “Intelligent Investor” column for “The Wall Street Journal.” What’s unique about Jason, though, is …