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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. Even for advisors with a CFP certification or other credentials, honing these skills and the confidence to use them in real-time client interactions requires additional practice.

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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The Stock Market Never Changes

A Wealth of Common Sense

Commissions still averaged 40 cents a share. Messengers with huge black boxes on wheels, filled with stock and bond certificates, scurried from broker to broker tr. One of my favorite parts of the book is where Ellis looks at how Wall Street has changed in the past 50 years: MBAs were uncommon. PhDs were never seen.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

If youre looking for a fee-only financial advisor or wealth manager, its probably because you know fee-only advisors don’t sell products. Although some firms use these compensation methods, the majority base fees on a percentage of assets under management (AUM) for their services. Independent firm.

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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. Personal Capital to the rescue.

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10 Best Investment Companies in 2023

Good Financial Cents

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Robo-advisors, in particular, have democratized investment management.

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Defence stock in focus after securing order from Goa Shipyard for Satcom equipment

Trade Brains

The order involves the supply, installation, and commissioning of Satcom equipment and is scheduled for completion by May 2027. Over the years, Avantel has developed a strong portfolio that includes advanced communication systems, radar technologies, and network management software solutions. percent over the past five years.