International College of Financial Planning

OCTOBER 26, 2023

A CFP® professional will critically assess the client’s current investments, suggesting modifications to ensure they resonate with the overarching financial strategy. Their mission transcends mere financial advisement; they aim to equip clients with the knowledge to navigate the financial journey with clarity and confidence.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Mauldin Economics

APRIL 14, 2021

But now you'll have a whole new set of concerns like paying more taxes, buying more life insurance, and donating more to charity. Depp tried to blame his financial advisers. Jared Dillian is an investment strategist at Mauldin Economics, a former head of ETF trading at Lehman Brothers, and the author of The Awesome Portfolio.

Financial Advising 40

Financial Advising Accounting Insurance Investing 40

AdvisorPR

OCTOBER 28, 2020

Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. Financial advisors often don’t realize that they are sitting on a goldmine of information related to calendar-based events that local reporters would snap up in a minute.

Media 52

Media Financial Advisor Education Taxes 52

WiserAdvisor

APRIL 12, 2024

The law of diminishing returns, an economic theory, also suggests that after reaching an optimal level of capacity, adding more clients may lead to smaller increases in efficiency. In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Abnormal Returns

JUNE 4, 2023

mrzepczynski.blogspot.com) The 60/40 portfolio was supposed to be dead. msn.com) Policy Who gains from corporate tax cuts? statnews.com) Economy Economic data doesn't move in straight lines. washingtonpost.com) The economic schedule for the coming week. Markets The stock market hates rising inflation.

Financial Advising 194

Financial Advising Startup Banking Economy 194

Brown Advisory

JANUARY 1, 2023

Since day one of the Global Leaders strategy, we have looked for high-quality companies with superior customer outcomes that we believe are able to pass on prices and generate high levels of recurring revenue while requiring low financial leverage. For us, all business starts with the customer.

Investing 52

Investing Investments Valuation Clients 52

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

NOVEMBER 15, 2022

The academic side of how to build a portfolio, we can argue about the details, right? As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself. The advice part of being a financial adviser is the hard part. You want to put together a portfolio?

Management 268

Management Assets Portfolio Investing 268

AdvisorPR

OCTOBER 29, 2020

The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector. As seen in Family Wealth Report.

Communication 52

Communication Clients Planning Financial Services 52