Nerd's Eye View

FEBRUARY 23, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that while both the total number of RIAs and advisor headcount have seen significant gains in recent years, client assets remain concentrated among the largest firms, according to data from Cerulli Associates, with the 7% of RIAs (..)

Financial Planner 197

Financial Planner Certification CFP Financial Advice 197

Nerd's Eye View

AUGUST 11, 2023

Also in industry news this week: A bill that would allow funds in 529 plans to be used for postsecondary credentials, including the CFP certification, is gaining significant bipartisan support in Congress A recent survey identified key topics on which financial advisors and investors have mismatched views, from expected investment returns to how they (..)

Financial Planner 169

Financial Planner Certification CFP Clients 169

Gen Y Planning

JUNE 1, 2022

You can purchase them electronically via Treasury Direct or use your tax refund to buy a set amount of paper certificates. While that number isn’t all that exciting, the next one assuredly is. Once you see the numbers, it starts to make sense why I-bonds are turning heads. Currently, the fixed interest rate for I-bonds is 0%.

Investment Planning 52

Investment Planning Investing Investments Planning 52

Good Financial Cents

AUGUST 11, 2022

Certificates of Deposit (CDs). The first place I would park some of the money is in a Certificate of Deposit (CDs). A Certificate of Deposit (CD) is pretty much the safest and most guaranteed investment you can make. Or, you might throw it into a Certificate of Deposit with Discover Bank.

Investing 109

Investing Investments Marketing Marketing 109

Good Financial Cents

JANUARY 11, 2023

Portfolio Managers are responsible for developing investment strategies, tracking markets, evaluating documents and figures, and creating customer investment plans. They also collaborate with other finance professionals, like investment bankers and credit analysts, to develop various growth strategies. Investment Banker.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

Sara Grillo

APRIL 10, 2023

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. What we’ve seen in 2022 is that there were a number of hacks. Gold has transaction value.

Investing 52

Investing Investments CFP Financial Advisor 52

Workable Wealth

SEPTEMBER 30, 2020

Great examples are bonds and certificates of deposit (CDs). Public corporations allot a certain number of shares for sale on the stock market. In recent years, however, passive investment strategies have been more cost-effective and produced higher returns than actively managed funds which are more costly to operate.

Portfolio 52

Portfolio Investing Investments Government 52