Remove Commission Remove Economics Remove Ethics
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Key Trends and Concerns for Investors in 2025

WiserAdvisor

ESG companies focus on a range of things, such as reducing carbon emissions, cutting plastic waste, treating employees fairly, ensuring gender equality, and prioritizing ethical governance. That kind of pressure ensures companies prioritize ESG governance and ethical practices. When it comes to ESG, it is not just about investors.

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2025 Wealth Preservation Strategies

WiserAdvisor

Securities and Exchange Commission (SEC), the thresholds may vary slightly — say a net worth of $1.5 One impulsive decision or economic downturn can turn the tables over. However, it is important to use them ethically. High-net-worth individuals are typically categorized as those with over $1 million in liquid assets.

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Delivering What Many Retirees and Pre-Retirees Want: Just Advice

Wealth Management

Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financial advisors, it’s ironic how peripheral advice has been in the economics of advice providers. Eric: There are a couple of ways to look at it. At the same time, advice-only is still an attractive business model.

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Sunday links: too many theories

Abnormal Returns

Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022. econbrowser.com) The economic schedule for the coming week. mailchi.mp) On the ethics of holding down two full-time jobs. npr.org) Occupational licensing is out of control. slate.com)

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. How to Compensate Financial Advisors?

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Monkeys Go Home

Inside Information

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. Even financial planners were leery of letting another FINRA loose on the American economic landscape. I’m meeting all the highest ethical standards. I’m delivering high quality plans to my clients.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance. Successful investment advisors also have the potential to make substantial commissions and bonuses based on their client’s investment performance.