eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. Risks Associated with Crypto. This could lead clients to invest in cryptocurrency without telling their advisors.

CFP 62

CFP Fiduciary Duty Financial Advice Education 62

International College of Financial Planning

JULY 10, 2023

Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

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. The Financial Planner will ensure that the Estate Planning strategy is curated in terms of client requirements, estate complexity and requirements of the legal heirs /other parties.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

This strategy aligns with your financial goals, risk tolerance, and timeline, ultimately leading to a more stable and profitable investment journey. Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

JUNE 2, 2022

Different advisors are great for different clients. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. What about ethics?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

MARCH 8, 2024

How to ditch the complex jargon and connect with clients on their terms. ? How to answer “dumb questions” and build trust with your clients. I think they want to be working with clients. There’s been no client. When clients go to Google, they ask simple terms like, how do I set up a Roth Ira?

Financial Advice 52

Financial Advice Financial Advising Risk Tolerance Clients 52

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. We have most of our clients from Europe.

Clients 147

Clients Assets Portfolio Investing 147

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. Many of my clients are interested in identifying investments with big AI potential, including investing in stocks of companies that are not yet household names.

Portfolio 45

Portfolio Investing Investments Clients 45

Zoe Financial

APRIL 21, 2023

ESG Investing is a strategy that allows investors to align their portfolios to businesses that uphold ethical standards and directly reflect their values. Ensure these investments align with your financial goals, risk tolerance, personal values, and expected portfolio performance.

Investing 40

Investing Investments Risk Tolerance Government 40

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. Many of my clients are interested in identifying investments with big AI potential, including investing in stocks of companies that are not yet household names.

Portfolio 40

Portfolio Investing Investments Clients 40

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. What types of financial advisors should you avoid?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals. A robo-advisor can make automatic investments for clients, and this is great if you have a simple portfolio. What types of financial advisors should you avoid?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner CFP 52

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. Being a Certified Financial Planner adds more value to one’s knowledge, experience, and approach toward clients.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

JUNE 12, 2023

It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. What are the real risks of underperformance/lapse? And , you have to do the math by hand. What are hidden costs in an insurance policy?

Insurance 59

Insurance Clients Math Financial Advisor 59