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Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that RIA clients of an insurance broker providing Errors & Omissions (E&O) coverage saw a 213% increase in claims paid in 2023, attributed to significant jumps in suitability claims (likely stemming (..)

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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

Below are some of the mistakes you should avoid making to secure your wealth: Mistake #1: Not diversifying your investments Investing too much of your money into one sector, one type of asset, or one region can expose your wealth to unnecessary risk. Take the year 2022, for example. The Dow Jones U.S.

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Exploring CFP Fast Track: Eligibility and Advantages for Financial Planners

International College of Financial Planning

Understanding the Fast Track Pathway Prepared by the International College of Financial Planning (ICOFP) The Financial Planning Standards Board (FPSB) introduced the CFP Fast Track Pathway in October 2022, designed specifically for seasoned BFSI professionals.

CFP 52
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Nuvama Wealth Management – Future Plans and Business Model Explained

Trade Brains

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. In the hushed chambers of Nuvama Wealth Management Ltd, a different kind of wealth management unfolds. They do these services to a specialized client base, to have long-term value creation and risk management.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media. In August 2022, Kelly launched her own advisory firm, Brava Financial. Dr. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

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This broker vs. financial advisor debate got ABSOLUTELY crazy!

Sara Grillo

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Chris Randall is the Founder & CEO of Axis Capital Management. I really don’t.” – Derek Robinett. Chris Randall.

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

Sara Grillo

What we’ve seen in 2022 is that there were a number of hacks. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. Giles: Banks do have to follow rules and regulations.