WiserAdvisor

JUNE 17, 2025

Environmental, Social, and Governance (ESG) investing is on the rise and is expected to grow in the coming years If you have not already considered ESG investing , 2025 might be the year to give it a serious look. That kind of pressure ensures companies prioritize ESG governance and ethical practices. As of the end of 2024, the U.S.

Financial Advisor

Wealth Management

AUGUST 5, 2025

MR: It’s going to be legal; it’s going to be compliance; it’s probably going to be governance, technology. We see the creation of a shared services offering in technology as important because things like cyber security and tech governance and vendor management all make sense across a larger organization. Human resources is another one.

Wealth Management

Steve Sanduski

JUNE 18, 2025

How to align financial decisions with positive emotions. Social media’s effects on decision-making and financial happiness. ” The future of financial advice in a world where AI will eventually dominate money management. “Functional Fictions” and “Useful Delusions.”

Clients

SEI

JULY 28, 2025

Broadridge is a global fintech company that provides technology, insights, and infrastructure to businesses in the financial services industry. Their solutions include investor communications, capital markets, wealth management and corporate governance services. You can connect with our host, Jack Sharry, on LinkedIn.

Clients

Abnormal Returns

OCTOBER 7, 2024

standarddeviationspod.com) Frazer Rice talks with Megan Gorman quthor of "All the Presidents' Money: How the Men who Governed America Governed Their Money." advisorservices.schwab.com) Advisers More people say they are willing to pay for financial advice. kitces.com) How to choose a name for your practice.

Compliance

Alpha Architect

JANUARY 2, 2024

This article seeks to examine what research says about the interplay between risk tolerance, financial literacy, and trust and their collective impact on the pursuit of financial advice by Black and Hispanic households. Do racial barriers prevent Black and Hispanic households from pursuing financial advice?

Financial Advice

MainStreet Financial Planning

FEBRUARY 1, 2024

Whether you’re a beginner with a quick question, a middle-income earner seeking ongoing financial assessment, or a do-it-yourself enthusiast in need of direction, Garrett Advisors cater to diverse financial needs.

Financial Advice

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner

Nerd's Eye View

DECEMBER 6, 2023

Ultimately, the key point is that understanding the intricacies of what it means to be an investment adviser, including the exceptions within the 'securities' component of the definition, is critical for financial coaches navigating the fine line between offering advice to clients and needing to register as an investment adviser.

Investments

The Big Picture

MAY 9, 2024

Bad financial advice reaches naïve, impressionable consumers of social media without any guardrails or controls. While the government debates whether or not to ban TikTok, investors should consider making some changes on various social media themselves. 2 Sure, you can claim mainstream media is bad, but social media is worse.

Media

BlueMind

FEBRUARY 15, 2023

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.

Financial Planning

James Hendries

JULY 13, 2022

When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions. Please reach out to your trusted financial advisor with any questions. Click here to view the digital version.

Banking

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” Selecting a career as a “financial planner” will aid in opening doors to success.

Certified Financial Planner

Zoe Financial

OCTOBER 2, 2023

Concerns of a government shutdown. Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Potential recession worries. Payrolls on Friday.

Marketing

Zoe Financial

AUGUST 8, 2023

government credit rating. We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022 Series A Led by Softbank Most Innovative Companies 2022 2019 Annual Fintech Competition Winner Featured by: The post Market Drama appeared first on Zoe Financial.

Marketing

Zoe Financial

FEBRUARY 20, 2023

Government bond yields rose for the fourth consecutive week. We believe financial advice should come from unbiased and certified professionals. Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 20, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Dow Jones was also down.

Marketing

Zoe Financial

JANUARY 30, 2023

Biggest drivers of the growth were government spending and inventories. We believe financial advice should come from unbiased and certified professionals. In-line inflation numbers: Core PCE was up 4.4% year-over-year. Fourth quarter GDP rose 2.9% for the quarter. Better than the expected number of 2.8%.

Marketing

International College of Financial Planning

MARCH 31, 2023

AI-powered tools can help financial institutions identify fraud, automate routine tasks, and provide personalized financial advice to customers. There is also an increasing demand for personalized financial services, with customers looking for products and services that meet their individual needs.

Startup

MazumaBusinessAccounting

MAY 11, 2021

But you’ll want the financial advice and wisdom that comes from a seasoned professional as you figure out the type of business structure, or entity, that you need to set up for you business. When You Have To Deal With The Government. When You’re Deciding on Your Business Structure.

Accounting

International College of Financial Planning

DECEMBER 23, 2023

They should know the critical attributes to look for in a financial professional to ensure they receive professional advice. Regulatory Framework Governing Financial Advisors In many countries, the financial sector is governed by stringent regulations.

Financial Advisor

eMoney Advisor

FEBRUARY 8, 2023

Offering niche financial advice allows you to deliver as much value as possible to meet particular client needs. As a niche financial professional, you want your clients to know that you can customize their plan to meet their unique circumstances. One example of a differentiation strategy is focusing on a niche market.

Marketing

WiserAdvisor

FEBRUARY 21, 2023

In some cases, an outsider may pretend to be a government official, bank employee, or someone else in a position of authority and use high-pressure tactics to convince the older adult to share personal information or send money. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors.

Financial Advisor

Sara Grillo

NOVEMBER 13, 2023

Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be? The post Don’t let your clients take Medicare advice from William Shatner! Well, not if you make mistakes. We’ll discuss: Why is Medicare even important to talk about?

Clients

Nationwide Financial

NOVEMBER 10, 2022

If your veteran or military clients own a small business, they may qualify for the Vets First Verification Program, granting access to resources and support, along with certain advantages when bidding on government contracts 6. government. Nationwide and its representatives do not give legal or tax advice. Additional Resources.

Financial Planning

WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. Under the PSLF, physicians working for government or non-profit organizations may qualify for loan forgiveness after making 120 qualifying repayments over ten years.

Financial Advisor

James Hendries

DECEMBER 12, 2022

Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. Please contact your financial advisor with questions. 12/23) Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed.

Clients

International College of Financial Planning

JULY 10, 2023

This degree or diploma should be obtained from a university or institution recognized by the Central Government, State Government, or a recognized foreign university or institution. By meeting these criteria, you demonstrate your commitment to providing reliable and knowledgeable financial advice to clients.

Financial Advisor

Truemind Capital

NOVEMBER 7, 2019

The future performance of a stock depends on various other crucial factors like recent acquisitions, corporate governance, competitive advantage, fair valuation etc. They tend to take decisions solely based on parameters like PE ratio, bran, past performance etc. which dominate the other factors.

Media

SEI

JUNE 25, 2025

.* How can advisors create more opportunity to guide the advice for—and manage the assets of—the next generation? Begin by recognizing that the younger generation of investors expect financial advice to deliver the same level of personalization and digitization as any other service they use.

Education

Clever Girl Finance

APRIL 24, 2023

The CFPB (Consumer Financial Protection Bureau) The CFPB (Consumer Financial Protection Bureau) is a U.S. government agency that provides advice on debt, credit cards, mortgages, and other finance topics. Credit unions provide similar advisory services to your bank and are a great source of information.

Budgeting

WiserAdvisor

JULY 27, 2023

Also note that factors such as inflation and changing economic health and government policies may also arise in the future, which might require revisions to your financial plans.

Retirement Planning

Clever Girl Finance

DECEMBER 13, 2023

For example, you may be looking for financial advice for single ladies , or you may need ideas on how to survive financially as a single mom. And remember, for financial help, there are plenty of free online resources for budgeting, saving, and investing. Finally, ask for help from friends and family if you need to.

Budgeting

Discipline Funds

DECEMBER 28, 2022

The Biggest Myth About Quantitative Easing The US Government is not “$16 Trillion Dollars in the Hole” Is a House Really a Good Investment? Why Indexing Works Should You Use an Automated Investment Service? My Quick Take on Gold as Money, an Investment and a Currency Is China Boycotting US Dollars?

Investments

Envision Wealth Planning

MAY 23, 2022

Ethics matter in financial advice! If there were more examples of ethical financial advisor practices, then there would be more rightful actions taken by the industry as a whole. Our fee is a fixed flat fee for ongoing investment management and financial advice and guidance as needed. Ethics matter.

Ethics

Clever Girl Finance

NOVEMBER 22, 2022

This free resource is authorized by the federal government. Getting a copy of your credit score is an important step toward financial freedom from your abuser. It’s common for financial abusers to use credit to devalue you, ruin your financial opportunities, and take advantage of the funds you have.

Accounting

International College of Financial Planning

AUGUST 2, 2021

CFPs are still a rare find in India and even rarer in the role of financial advisors. After earning your charter, you can provide your services in the capacity of a top consultant or represent big organizations in offering financial advice to their employees or other clients. Opportunities and Challenges.

Financial Advisor

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? So a phenomenal learning experience with both Jefferies and Morgan Stanley. What’s it like in Spain?

Clients