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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.

Education 246
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it. I hope you'll continue the journey along with us in 2023 and beyond! Read More.

Ethics 245
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Zerodha Review 2023 – Is Free Investing Legit? (No 1 Stockbroker?)

Trade Brains

A complete Zerodha Review 2023 (Br okerage, Trading Platform & More): Zerodha is the biggest discount broker in India and perfect for traders & investors looking for low brokerage, easy interface, and reliable trading platform. The post Zerodha Review 2023 – Is Free Investing Legit? (No Have a great day! No 1 Stockbroker?)

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What is up with these crypto ETFs??? (& more 2023 trends)

Sara Grillo

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? Was this helpful?

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Bharat Dynamics Limited: A Glimpse into India’s Defence Tech Powerhouse

Trade Brains

Let’s go through some of the recent big orders received by the company, During Aero India 2023, an air show and aviation exhibition, BDL showcased its largest-ever product display in Bengaluru. On September 19, 2023, BDL signed an agreement with the Indian Air Force (IAF) for the supply of surface-to-air missiles, valued at Rs.

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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Certifications should keep an eye out for are: Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA®). You’re on the right track!

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Wright argues that we could diminish any asset that way, even stock certificates. Prior to moving into Product Management James spent over 6 years with Fidelity Investments in various wealth management and technical roles where he held his FINRA Series 7 and 63 licenses and Utah Resident Life and Health Insurance License.