International College of Financial Planning

AUGUST 2, 2021

A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India. There are two types of Financial Advisors in India – Fee-Only Advisors and Commission Only Advisors.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Recency bias basks in that part of the mind that is so confident in the obvious trend that we literally start to believe that we are betting like Biff with the Gray’s Sports Almanac (I guess the newer 2000-2050 edition) curled up in our back pocket! In Chapter One (2000-2009), that almanac will reveal that U.S.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 150

Compliance Clients Wealth Management Management 150