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By diversifying your online presence, you can reduce reliance on a single platform and reach potential clients actively seeking financialguidance. Introduction In today’s digital world, having a strong online and social media presence is very important for financialadvisors.
But of course, Jack Bogle was still sort of around his present on campus. So he was very present on campus in my earliest years at Vanguard, but I did not work with him directly. And we do, as you know, all of our passively managed products or our managed in-house by our investment management group. Karin Risi : ] Yes, yes.
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investmentadvisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investmentadvisor?
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