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Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates that 70% of affluent financial advisory clients who believe their advisor is always obligated to act as a fiduciary indicated they are satisfied with their relationship and aren't seeking out a new advisor, (..)

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). To put in a nutshell, if not now then when is the question in front of all us who are in Wealth Management space !!!!!!!!

CFP 40
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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

They want real-time dashboards, intuitive advice, and a planner who understands them. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct?

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Adviser links: optimizing the wrong thing

Abnormal Returns

investmentnews.com) Portfolio management How to evaluate a client's investment portfolio. riaintel.com) Retirement A certain portion of the population never wants to retire. financial-planning.com) Why some people feel the need to take Social Security early.

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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field. As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially.

CFP 52
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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.