International College of Financial Planning

JULY 2, 2025

This is where competent, ethical, and client-first financial planners step in. Earning the CFP mark tells the world that you have the knowledge, skills, and ethical grounding to provide comprehensive financial advice. Regulatory push: Bodies like SEBI, IRDAI, and PFRDA are encouraging higher advisory standards and ethical practices.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

The Big Picture

MAY 20, 2025

And it’s a metric, but we could show statistically that if you match it with things like pe with things like price to sales, which has its own part, think through the balance sheet and the income statement, different ways to measure value, that putting them together in a efficient way gives you a, a steadier stream of returns into the future.

Management 130

Management Numbers Transportation Accounting 130

Nerd's Eye View

JUNE 21, 2023

All investment advisers are fiduciaries that owe a duty of care and loyalty to their clients, and, in an ideal world, advisory firms and their staff would abide by these requirements without the need for a prescriptive code of ethics.

Ethics 244

Ethics Fiduciary Duty Compliance Clients 244

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Additionally, CFPs must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients. They are compensated only by the fee the client pays.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. Additionally, CFP s must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients. What does it mean to be a Fee-Only financial advisor ?

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Fee Only Financial Planner 52

The Big Picture

JULY 4, 2023

WEINSTEIN: Okay, this isn’t like, you know, you’re sitting on the sell side and yes, you know, you’re on the equity sales desk and someone doesn’t need to transact with Goldman on the other side of the phone, but they do need to transact with someone. They don’t need to transact. RITHOLTZ: Right.

Recruitment 147

Recruitment Management Numbers Banking 147

Sara Grillo

JUNE 12, 2023

BARRY FLAGG OR STEVEN ZEIGER: So I often hear insurance professionals who are more on the sales person side of insurance professional than the fiduciary orientation of insurance profession, I often hear them say, I know how to properly structure a policy, I structure it properly, others don’t.

Insurance 59

Insurance Clients Financial Advisor Math 59