Remove Fiduciary Duty Remove Financial Advice Remove Management
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Adviser links: in times like these

Abnormal Returns

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age. alphaarchitect.com)

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? A note of caution on near me searches.

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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

As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice. This is where competent, ethical, and client-first financial planners step in.

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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

As cryptocurrency continues to become a more significant part of the investment world, what responsibility lies with financial advisors who have a fiduciary duty to protect their clients? Financial advisors assess factors such as risk, return, cost, and track record before recommending the purchase of any investment.

CFP 62
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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? What is a conflict of interest in financial advice?

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How to Lower Your Financial Advisor Expenses

WiserAdvisor

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. Generally, the average financial advisor fee is 1-1.05% of the total assets they manage.

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Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!

Sara Grillo

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Read about the six core fiduciary duties. Don’t be fooled! Check it out.