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The State of the Financial Services Industry

The Irrelevant Investor

For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. This in and of itself shouldn't necessarily disqualify somebody from giving financial advice, but at the very least, the potential client ought to know about it.

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Tax and Financial Planning Ideas For 2023

Park Place Financial

Additionally, the government has made changes to tax rules, further prompting Americans to reevaluate their tax and financial strategies. Discover some components to bear in mind with your wealth management goals as we enter 2023. Seek Full-Service Financial Planning from Park Place Financial . Tax Deductions .

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Effective Strategies To Deal With Difficult Clients

BlueMind

Preemptive Measures to Deal with Difficult Clients Valerie Adelman is a 25-year veteran in the field and a certified financial planner with the Financial Asset Management Corp. It is one of the best mottos to live by in the wealth management industry. . in New York City.

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This year’s Wild Crypto Debate

Sara Grillo

James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management. James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

James completed both his Undergraduate and Master of Science Degrees at the University of Utah in Business Management and Information Systems specializing in Product Management. James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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Should you cancel your CFP designation?

Sara Grillo

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry.

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