Abnormal Returns

DECEMBER 12, 2022

kitces.com) What the CFP Board is saying about cryptocurrencies. thinkadvisor.com) Startup Ocho wants to make it easier for business owners to have a solo 401(k). techcrunch.com) The latest financial advisor technology news including the spread of commission-free annuities.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. CFP Exam: Successful completion of the CFP exam.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Good Financial Cents

AUGUST 18, 2023

The Securities and Exchange Commission states that as an accredited investor, I possess a level of sophistication that equips me to craft a riskier investment portfolio than a non-accredited investor. On a personal note, as a practicing CFP®, I hadn’t always worked with accredited investors. Regulatory bodies, such as the U.S.

Investing 52

Investing Investments Startup Portfolio 52

Sara Grillo

AUGUST 26, 2024

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Robert Wright, CFP Lee: The list of things Gary Gensler doesn’t own is probably very short. ” – Robert Wright, CFP For someone to be able to send payments overseas, bitcoin and cryptocurrencies help with that. – Josh Gonzalez, CFP Wright: This happens in pharma as well. Wright: So is cash.

Investing 52

Investing Investments CFP License 52

Good Financial Cents

AUGUST 1, 2022

There are no commissions or fees when buying securities. And because they are ETFs, they can usually be bought and sold commission free. Steiner, CFP at Buckingham Advisors. You can purchase growth stocks and growth stock ETFs commission free with brokers like M1 Finance , Zacks Trade , E*TRADE , and TD Ameritrade.

Investing 64

Investing Investments Certification Accounting 64