Remove Financial Guidance Remove Portfolio Management Remove Wealth Management
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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

There’s just a ton of movement in wealth management, which I think is exciting and hopefully is good for investors. What advice would you give to a recent college grad interested in a career in wealth management or personal financial guidance? So there’s a whole succession planning.

Clients 130
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59