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Are PEPs the Wild West or Are They a Way to Tame It?

Wealth Management

4, 2025) 11 Investment Must Reads for This Week (Aug. 4, 2025) 11 Investment Must Reads for This Week (Aug. Related: 401(k) Real Talk Episode 161: July 30, 2025 Allowing service providers, investment managers, advisors and consultants to act as PPPs can create conflicts, while their experience can vary wildly. “It

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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

Wealth Management

As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Raymond James Practice Mercer Advisors Lands $1.2B Brian earned his B.S. in Business Administration from University of Missouri-Columbia.

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India?

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

Fee-only firms are unique as they do not receive commissions from selling financial products, such as insurance policies or investment products. Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. Independent firm.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.

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How to Safeguard Your Digital Wealth

Fintoo

Once confined to paper certificates, vaults, and real estate deeds, wealth today lives in the cloud, in digital wallets, on investment platforms, and across financial apps. Why cybersecurity is the new cornerstone of wealth protection in 2025 The way we understand, grow, and store wealth has transformed drastically.

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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

And this is precisely what the CFP® certification is built to instil. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. It means asking better questions, filtering out noise, and grounding every action in logic, not emotion. It builds a mindset.

CFP