International College of Financial Planning
OCTOBER 26, 2023
Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. Continuous Portfolio Monitoring: As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations.
Wealth Management
JANUARY 11, 2024
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
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Nerd's Eye View
FEBRUARY 23, 2024
Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
Carson Wealth
DECEMBER 13, 2022
RIAs commonly use two titles for their IARs: Financial Advisor and Wealth Manager. Financial Advisors and Wealth Managers have a common knowledge and skill sets. Advisors are fluent in the world of investments and building wealth but often work with an investment team or committee in creating model portfolios and security selection.
Nerd's Eye View
OCTOBER 3, 2023
Brett is the Founder of Brett Danko Educational Center, a CFP Board Education and Exam Prep provider, and the CEO and Managing Partner for Main Street Financial Solutions, an independent RIA based in Newtown, Pennsylvania, that oversees almost $2 billion in assets under management for nearly 1,700 client households.
Nationwide Financial
DECEMBER 1, 2022
When clients avoid investing and instead hold a large portion of assets in cash or other low-risk investments (such as money markets, certificates of deposit and bonds) during periods of high inflation, it could ultimately work against their long-term goals. 4 And the nearly $4.46 trillion 5 currently parked in U.S. Cash on the sidelines.
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