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Avoid Making These Mistakes to Safeguard Your Wealth

WiserAdvisor

A 2023 survey by Law Depot found that 73% of Americans didn’t have an estate plan. There was no will, trust, or clear instructions for how their assets should be handled in the event of their demise. Without a plan, your estate could end up tied in probate, a long, expensive legal process.

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The Reboot and Rebrand of Advisor Today

NAIFA Advisor Today

As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management. Zack is also skilled in presenting, emceeing, event planning, program management, and social media.

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How to Avoid Common Investment Mistakes by Becoming an Investment Advisor?

International College of Financial Planning

Their knowledge extends to various investment products, risk management, tax implications, and financial planning. Armed with this expertise, investment advisors can comprehensively analyze clients’ financial situations and devise tailored strategies to align with their unique goals and risk tolerances.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Hedge funds differentiate themselves from traditional investment funds by their flexibility in employing various strategies and investment approaches. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Hedge funds differentiate themselves from traditional investment funds by their flexibility in employing various strategies and investment approaches. Some common hedge fund strategies include long/short equity, global macro, event-driven and arbitrage.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.