Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. You’re on the right track!

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

International College of Financial Planning

NOVEMBER 10, 2021

Financial Risk Manager (FRM) – If you love solving problems and wish to help your clients mitigate risks you can turn your attention to a career as a Financial Risk Manager. You can also undertake the globally recognized course in risk management from GARP (Global Association of Risk Professionals).

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

The Big Picture

OCTOBER 17, 2023

[Barry Ritholtz] : 00:17:05 [Speaker Changed] The, the rule to be tax exempt in the US is you have to disperse 5% of the foundation. You don’t have to pay any tax and just let the rest ride. And the third, the one that nobody talks about is risk management. Risk management. You give out 5%.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. Also being cognizant of the tax implications of trading activity.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. I was already an investor in ETFs at that point in time.

Clients 152

Clients Investing Investments Management 152

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance.

Insurance 59

Insurance Financial Advisor Retirement License 59