Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. kitces.com) What the CFP Board is saying about cryptocurrencies. And I don’t think there’s anything wrong with that."

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. The ranges provided are related to the cost charged by the Financial Adviser and do not incorporate additional expenses associated with implementing a financial plan, such as custodial or transaction costs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics 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 Financial Advisor 52

Aleph

JANUARY 14, 2023

Jan 10, 2023 CFP? There is an alphabet soup of financial-adviser credentials [link] Credentialing is overdone. Xi will revert when he finds it advantageous Jan 10, 2023 The Engineers Are Bloggers Now [link] Anytime you can get good writers in STEM fields to break down the complexity, it is a treat. Impossible to avoid.

Math 59

Math Assets Government Banking 59