Abnormal Returns
FEBRUARY 26, 2023
npr.org) Occupational licensing is out of control. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! mailchi.mp) On the ethics of holding down two full-time jobs. (bloomberg.com) Data from the U.S. econbrowser.com) The economic schedule for the coming week. slate.com)
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Degrees do not require continuing education and rarely any ongoing ethical commitment.
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Harness Wealth
FEBRUARY 20, 2024
CPAs are licensed by state boards of accountancy in the state where they practice. Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career.
Nerd's Eye View
JULY 17, 2023
In the early days when financial advisors were first and foremost salespeople for insurance and investments products, the reality is that "advisor training and education" wasn't really about finance or advice… it was mostly just about learning how the company's products worked and how to effectively sell them to consumers.
Harness Wealth
MARCH 5, 2024
A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions. A CPA or tax attorney may charge an individual $10,000 per year to create a tax plan around venture capital fund distributions and crypto investments. Between $200 and $1,500 per annual tax filing.
WiserAdvisor
NOVEMBER 21, 2022
When working professionals cross over into their 30s and 40s, they often begin to receive advice from friends, family, and even strangers on the best ways to save and invest their money. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.
Trade Brains
JANUARY 20, 2023
A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Secondly, any company with that big of cash reserves as Satyam would at least invest them in an interest yielding account. But that was not the case here.
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