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The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. He has demonstrated his personal commitment as a lifelong learner and educator and ethical professional. Leadership Award. FSP established the Kenneth Black Jr.

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

As we enter midyear, registration is now open for our annual IAR Ethics CE Day taking place on Thursday, August 28th.

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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

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.

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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” . Three broad financial planning designations include: .

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The Impact of Public Retirement in Texas

Park Place Financial

RETIREMENT PLANNING The Impact of Public Retirement in Texas Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Current and upcoming rulings are changing public retirement for Texans. Current and upcoming rulings are changing public retirement for Texans. What Is Texas HB 3898?

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Examples of great things ethical financial advisors really like to do!

Envision Wealth Planning

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. Note: Envision Wealth Planning and James Brewer are featured in #7!*. Ethics matter in financial advice! Ethics matter.

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What’s a Fiduciary & Fee-Only Advisor?

Yardley Wealth Management

Retirement Planning: A fiduciary and fee-only advisor can help you create a retirement plan that takes into account your retirement objectives and current financial situation. Tax Planning: A fiduciary, fee-only advisor can advise on tax planning , reducing liability and maximizing returns.