eMoney Advisor

MAY 1, 2023

” As the 2023 president of the Financial Planning Association and founder of Lee Investment Management, Lee is a standout advocate for the financial planning profession. Regularly one of the highest-ranked NAPFA-registered fee-only financial advisors, he has set the bar for Zhang Financial characteristically high.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Inside Information

JULY 31, 2022

Yes, there are regulatory requirements to register as an investment advisor. Currently there are no minimum standards for competency or ethics for those professing to be financial planners. I’m meeting all the highest ethical standards. But not as a financial planner.). So what will this look like?

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

International College of Financial Planning

SEPTEMBER 3, 2021

He is the person who can buy or sell your stocks and guide you to invest in the best investment channels. 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. Organization.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? They can guide you on savings and investment decisions and help you decide on some goals for the money. Many people in this bucket have set up a simple investment plan. Robo-advisors work best for passive investing. How much does a financial advisor cost?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? They can guide you on savings and investment decisions and help you decide on some goals for the money. Many people in this bucket have set up a simple investment plan. Robo-advisors work best for passive investing. How much does a financial advisor cost?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? There is an emphasis on logical and clear disclosure of services and their related fees. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

International College of Financial Planning

AUGUST 31, 2023

Investing your money is crucial to securing your financial future and achieving your goals. Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. However, relying on a single asset class or Investment within an Asset class can be risky and limiting.

Portfolio 52

Portfolio Certified Financial Planner Investing Investments 52

Sara Grillo

MAY 24, 2024

For example, are there account opening or closing fees charged by the custodian? What types of securities does the advisor typically invest in? You can find this information in the financial advisor’s ADV Part 2, Item 5 “Fees and Compensation”. . #2 If so, an advice-only planner may be the right fit. #3

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Are commissions bad? The insurance policies will lapse.

Insurance 59

Insurance Financial Advisor Retirement License 59

Good Financial Cents

APRIL 10, 2023

Online Stockbrokers will guide you with their vast knowledge, so you can wisely invest your hard-earned dollars. This was partly due to the fact they weren’t saving or investing much at all, but it was also due to the massive amount of debt they had. Ad Invest as little or as much as you want with a Robinhood portfolio.

Investing 110

Investing Investments Assets Accounting 110

Inside Information

DECEMBER 28, 2021

I remember, from personal experience, when the IAFP made that same mistake; its members were reeling from tax reform, Black Monday and the collapse of billions in limited partnership investments, and the organization responded by cutting its budget and staff—and services—and retreated into a shell until the smoke cleared. .

Financial Planning 40

Financial Planning Communication Ethics Fee Only 40

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59