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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Number 8860726. My co-founder and I knew that if we could apply AI—and by that I really mean machine learning—we could help the wealth management industry scale to new markets and demographics, there is such an untapped demand, especially among the mass affluent,” said Markowitz. “We Registered in England and Wales.

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CFP Professionals' Diversity Grows, But Lags U.S. Demographics

Wealth Management

The total number of CFP professionals topped 95,000 for the first time. While the percentage of women and racially diverse certificants grew from the previous year, the pool continued to mirror the industry’s diversity as a whole.

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Adviser links: going back to work

Abnormal Returns

standarddeviationspod.com) Retirement Retirees go back to work for any number of reasons. investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. riabiz.com) CFP professionals make more money. investmentnews.com) A checklist if a client gets laid off near retirement age.

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Adviser links: estate uncertainty

Abnormal Returns

Advisortech The CFP Board has released guidelines for using AI. citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. riabiz.com) This money manager's ETF business was built on entertaining clients. wealthmanagement.com) The number of cash balance plans are on the rise.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. More than numbers — it’s about achieving peace of mind. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference. Lets be real for a moment.

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What Does an IPO Mean for Stock Options? What Happens to Employees When a Company Goes Public

Darrow Wealth Management

Seriously consider working with a firm like Darrow Wealth Management that specializes in stock option and IPO planning. Lockups vary: sometimes it’s a stated number of days, event based (such as reaching a target share price or an earnings release), multi-stage release, etc. A lockup period can range from 90 to 180 days.

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Should I Buy Stocks Because of Their High Dividend Yield? Featuring Guest Ben Madden

Yardley Wealth Management

Featuring Guest Ben Madden appeared first on Yardley Wealth Management, LLC. But as Mike Garry, CFP® and CEO of Yardley Wealth Management, points out, these dividends might not always be a sign of a stable investment. Featuring Guest Ben Madden appeared first on Yardley Wealth Management, LLC.