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GIFT City: India’s Strategic Gateway to Global Finance

International College of Financial Planning

Between FY 2021–22 and FY 2023–24, LRS-based outward investments in equities and bonds doubled—indicating rising investor interest in international diversification. Strategic Recommendations Broaden Asset Classes: Expand beyond U.S. stocks to include ETFs, bonds, and funds from Europe, Asia, and emerging markets.

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How Marketing With The CFP Marks Reduces Client Acquisition Costs And Accelerates Revenue Growth

Nerd's Eye View

In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. Similarly, CFP practitioners were found to have a lower practice-wide Client Acquisition Cost (CAC) and greater revenue growth in 2021!

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself.

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FARE helps Black financial professionals thrive

Nationwide Financial

Industry partners include the Employee Benefit Research Institute , the Defined Contribution Institutional Investment Association (DCIIA) , the American Retirement Association , the Certified Financial Planner Board of Standards (CFP Board) , and The American College of Financial Services.

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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents

Walkner Condon Financial Advisors

As of 2021, there is a subtraction on your Wisconsin income up to the annual gift exclusion limit ($15,000 in 2021, $16,000 in 2022) for the account owner. candidate for cfp® certification. Can I still get a Wisconsin state tax deduction if I contribute to another state’s ABLE plan? Alicia Vande Ven, M.S.

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Top Compliance Challenges Financial Advisors Face

BlueMind

Fenergo’s research indicates that Europe, the Middle East, and the African region saw an increase in the value of financial penalties from just over $1bn in 2020 to $3.4bn in 2021. Simple SSL certificates often tend to be not enough and stronger security walls demand expense.

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Is Inflation Haunting Your Dreams?

Yardley Wealth Management

Garry, Esquire, CFP©, MBA Founder & CEO. We’re comparing May 2021 to May 2020, when we were still deep into what The Wall Street Journal called a “screwy” pandemic economy. Average mortgage rates exceeded 17 percent, and interest rates on bank certificates of deposit approached 12 percent. What We Know.