Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. Amy Jones, CFA, is a portfolio manager.

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

The Big Picture

DECEMBER 28, 2022

ELLIS: And you could argue that one of the great managers at Capital Group had an even better record, but Capital broke up the funds into multiple different portfolio managers, so it was not public. RITHOLTZ: Wow. But among the public recorded, John Neff had the best performance over the long term. RITHOLTZ: Wow.

Management 184

Management Investing Investments Clients 184

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59