International College of Financial Planning

DECEMBER 23, 2023

Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations. These regulations dictate who is qualified to offer professional financial advice, beyond merely sharing opinions on financial markets.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

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

Brown Advisory

SEPTEMBER 6, 2022

In the financial markets we see evidence of cycles in capital flows as market prices rise. There is also the gnarly issues on ethics and relative competitive risks – will all actors globally follow this ethical mindset? Ethical AI is a highly nuanced subject and is at the top of our engagement priorities.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? NADIG: With the enormous caveat that everything you knew about financial markets — RITHOLTZ: Is no longer true. NADIG: — in 2005 is probably wrong.

Management 268

Management Assets Portfolio Investing 268