Nerd's Eye View

SEPTEMBER 1, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

Financial Planner 189

Financial Planner Strategic Planning Retirement Planning Retirement 189

Nerd's Eye View

SEPTEMBER 2, 2022

From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Financial Planner 187

Financial Planner Strategic Planning Retirement Planning Retirement 187

International College of Financial Planning

MARCH 9, 2024

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Tobias Financial

AUGUST 9, 2023

Without sufficient knowledge and diversification, investing can resemble gambling rather than a strategic plan. CERTIFIED FINANCIAL PLANNERS (CFP ® s) are a great option since they have undergone rigorous training and are fiduciaries, meaning they are obligated to put your best interests ahead of their own.

Certified Financial Planner 52

Certified Financial Planner Financial Advisor Strategic Planning Financial Planner 52

Good Financial Cents

DECEMBER 14, 2022

As a financial executive, the chief financial officer (CFO) is responsible for the financial health of an organization. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Hedge Fund Manager.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Zoe Financial

APRIL 17, 2023

Taking steps now can set you up for financial success and security. So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential. Reducing tax bills allows you to save more, grow wealth faster, and achieve your financial goals sooner. In addition, Secure Act 2.0,

Taxes 40

Taxes Retirement Tax Planning CFP 40

The Big Picture

MAY 7, 2024

So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. So they have a financial 00:52:41 [Speaker Changed] Plan financially. Can I send my kids to school?

Startup 143

Startup Advertising Engineering Numbers 143