International College of Financial Planning

OCTOBER 26, 2023

Why Do You Need a Financial Planner? In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor?

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International College of Financial Planning

DECEMBER 23, 2023

They should know the critical attributes to look for in a financial professional to ensure they receive professional advice. Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations.

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International College of Financial Planning

JULY 10, 2023

Different Types of Investment Advisors Financial Planner: A financial planner assists individuals achieve their financial goals. They help clients manage their financial aspects and develop customized strategies based on their needs. Excellent communication and interpersonal skills.

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Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

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Park Place Financial

JULY 6, 2022

HB 3898 went into effect on September 1, 2021, making several revisions to the Texas Government Code regarding public defined benefit pension plans. In other words, their ability to pay beneficiaries depends on the supervision of state and local governing bodies and the groups managing the plans. What Is Texas HB 3898?

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Sara Grillo

JANUARY 9, 2023

The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. Working with advocacy groups to influence policy, law and governance. Mentoring younger advisors.

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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. Wright: Well, and to respond to that, if I may.

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