Carson Wealth

JULY 12, 2022

Professional Certifications for Financial Advisors. Professional certifications and degrees, or the letters that come after a name, represent additional steps an advisor has taken on their professional journey. . Specialized financial planning designations are as plentiful as stars in the sky.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Their mission transcends mere financial advisement; they aim to equip clients with the knowledge to navigate the financial journey with clarity and confidence.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Here, we’ll break down the different types of fees that financial advisors charge in 2023. and 2% A $500,000 portfolio could cost between $2,500 and $10,000 per year. Between 0.5%

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

DECEMBER 1, 2023

Diversifying portfolios with stocks, bonds, real estate, and other investment vehicles can be another way to save for retirement. A financial advisor can help physicians create a diversified portfolio that is well-aligned to their needs, risk, age, and income.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Carson Wealth

JANUARY 14, 2023

1 Some financial professionals choose to opt-in to a fiduciary standard of care when they hold the Certified Financial Planner (CFP ® ) designation. The CFP ® designation requires those holding this designation to act as a fiduciary when providing financial advising or financial planning services.

Financial Advisor 52

Financial Advisor CFP Certified Financial Planner Risk Tolerance 52

WiserAdvisor

APRIL 4, 2025

In recent years, the financial advising industry has seen some of the most significant breakthroughs, with AI-driven investment tools becoming increasingly popular. AI offers remarkable precision and is no longer limited to suggesting funds or rebalancing portfolios.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. You want to put together a portfolio?

Management 278

Management Assets Portfolio Investing 278