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The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

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How the SEC Has Strayed From Its Mission

Inside Information

Suddenly every broker was calling him/herself a financial advisor, and appropriating the trust that real advisors had been building with the public. (Is ‘stealing’ a better way to describe it than ‘appropriating?’) . Does any of this sound familiar about today’s marketplace?). The point here is what’s in the middle.

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Recency Bias!!!

Walkner Condon Financial Advisors

The emerging markets asset class outperformed all others in 2003, 2005, 2007 and 2009, while finishing second in 2004, 2006, and 2012. first appeared on Walkner Condon Financial Advisors. appeared first on Walkner Condon Financial Advisors. jigawatts of investing power (and volatility)! Sounds unstoppable, right?

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Transcript: Brian Hamburger

The Big Picture

And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. So where advisors are subject to a fiduciary obligation, which you know, that means they have to act in the best interests of their clients. HAMBURGER: Absolutely. They thought again about it.