International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. They play a critical role in building and strengthening long-term client partnerships.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. S2: I do wanna take the chance to argue towards that solution, because if we look at the SEC’s efficacy.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. You’re saying the present is inherently unknowable.

Management 266

Management Assets Portfolio Investing 266