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The Latest In Financial #AdvisorTech (October 2022)

Nerd's Eye View

While the growth of DPL’s marketplace may itself usher in a greater level of annuity competitiveness, as companies are forced to compete for RIA attention not by offering the biggest commissions but by offering the best features and benefits to get through the RIA-as-gatekeeper.

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Title Protection For (CFP) Financial Planners And The FPA’s Two About-Faces

Nerd's Eye View

even as the CFP Board has announced its own Competency Standards Commission to raise their own standards regarding who can use the Certified Financial Planner title? Raising the question of whether the FPA is also considering an about-face on its CFP-centricity, too.

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2025 Wealth Preservation Strategies

WiserAdvisor

Securities and Exchange Commission (SEC), the thresholds may vary slightly — say a net worth of $1.5 Privacy protection through offshore accounts: Many high-net-worth individuals maintain offshore accounts in other countries. However, it is important to use them ethically. Use Separately Managed Accounts (SMAs).

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Examples of great things ethical financial advisors really like to do!

Envision Wealth Planning

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. You’ll have to do your own research to determine if these advisors really are ethical.

Ethics 52
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Here are some examples of things Ethical Financial Advisors do

Sara Grillo

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. The following case studies serve as examples of ethical actions taken by financial advisors.

Ethics 52
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Key Trends and Concerns for Investors in 2025

WiserAdvisor

ESG companies focus on a range of things, such as reducing carbon emissions, cutting plastic waste, treating employees fairly, ensuring gender equality, and prioritizing ethical governance. That kind of pressure ensures companies prioritize ESG governance and ethical practices. When it comes to ESG, it is not just about investors.

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What’s a Fiduciary & Fee-Only Advisor?

Yardley Wealth Management

Furthermore, fee-only advisors don’t receive any third-party payments, unlike advisors who earn commissions from financial products they sell. Retirement Planning: A fiduciary and fee-only advisor can help you create a retirement plan that takes into account your retirement objectives and current financial situation.