Remove Consulting Remove Economics Remove Ethics
article thumbnail

2025 Wealth Preservation Strategies

WiserAdvisor

One impulsive decision or economic downturn can turn the tables over. Additionally, you must maintain appropriate business insurance and consult with wealth managers and legal experts to ensure ongoing protection. However, it is important to use them ethically. So, consult with a qualified tax professional before executing it.

article thumbnail

Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

Investing 146
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Jeffrey Becker, Jennison Associates Chair/CEO

The Big Picture

You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. Again, from a, from a values and and work ethic perspective. So let’s start with your background. Sounds like you had been thinking about finance as a career right from the start.

article thumbnail

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education. Degrees do not require continuing education and rarely any ongoing ethical commitment. ChFC ® – Chartered Financial Consultant.

article thumbnail

Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice

Steve Sanduski

Guest: Jason Pereira , Partner & Senior Financial Consultant at Woodgate Financial Inc. Using your tech stack to find the sweet spot between economic, biological, and time bottlenecks on the services you can provide. Your responsibilities as an ethical AI user. in Toronto.

article thumbnail

Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Committing to uphold the ethical guidelines and standards that govern their practice. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape. Typical areas of study include finance, economics, business, and accounting. What Do Financial Advisors Do?

article thumbnail

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning.