Remove Fee Only Remove Portfolio Management Remove Wealth Management
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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Lakhs Employees of their Wealth Management team. The Fee only space or being a MFD with CFP certification will enable you to provide service of the highest quality.

CFP 40
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Transcript: Jonathan Clements

The Big Picture

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. I’d left the journal and I was working at Citi Groupers, director of financial education for the wealth management business. I’m curious as to what you witnessed. That’s exactly right.

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Dystopian Predictions (That Never Come True)

Inside Information

Now there’s a new white paper that predicts ‘The next phase of the evolution of the wealth management industry,’ called ‘Welcome to the Jungle.’ Going forward,” the paper concludes, “wealth management will look much more like a jungle than a club.” Conclusions? This profession-wide complacency is due for a rude awakening.

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Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

Please conduct your own diligence on any wealth manager you are considering hiring. It’s a million dollars all going to that one fun company, so you don’t get a commission on that, the clients aren’t charged a commission to get in a front-end load, but you do get a trailing 12-1 fee. Ryan Firth, CPA.

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Should you die and go to hell before selling an annuity?

Sara Grillo

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Robert will be on the “for” team. Scott Salaske of Firstmetric.

CFP 59