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Key Trends and Concerns for Investors in 2023

WiserAdvisor

The economic strain of the pandemic continued. The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. The popularity of alternative investments, cryptocurrencies, and Non-Fungible Tokens (NFTs) is also growing as young investors take over the market.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. About John “JR” Robinson.

CFP 59