Cornerstone Financial Advisory

MARCH 14, 2025

These guidelines include: Stewardship: Recognize that all assets belong to God and plan accordingly. Ethical Investments: Make investment choices that align with Christian values. Beneficiary Designations: Ensure the beneficiaries of life insurance and retirement accounts are responsible and prepared to manage the assets given to them.

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Estate Planning Planning Healthcare Ethics 52

Nerd's Eye View

APRIL 25, 2023

that oversees $143 million in assets under management (AUM) for nearly 75 client households. Welcome back to the 330th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ari Weisbard. Ari is Managing Partner of Values Added Financial, an independent RIA based in Washington, D.C.,

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Management Financial Advisor Clients Ethics 246

Aleph

DECEMBER 14, 2022

The title of the talk was “The Value of Ethics –The Value of a CFA Charter.” ” The main point of my talk was that the uniqueness of the CFA Charter did not stem from the “Body of Knowledge” imparted in the exams, but rather from the emphasis on ethics. So what made me decide to write this tonight?

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Ethics Insurance Math Investments 52

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. You’ll have to do your own research to determine if these advisors really are ethical.

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Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. The following case studies serve as examples of ethical actions taken by financial advisors.

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Ethics Financial Advisor Clients Management 52

The Irrelevant Investor

APRIL 20, 2023

The post The Compound and Friends: Ric Edelman Unplugged appeared first on The Irrelevant Investor.

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Ethics Assets 93

The Big Picture

OCTOBER 19, 2022

. • London’s Natural History Museum: Wildlife Photographer of the Year Competition Winners : The museum said in a release that an international panel of experts had selected the 19 finalists out of more than 38,000 entries from nearly 100 countries, based on their “originality, narrative, technical excellence and ethical practice.”

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Ethics Financial Advisor Education Management 147

Pacifica Wealth

FEBRUARY 20, 2022

The purpose of protecting your assets from frivolous lawsuits is to safeguard what you’ve worked your life to achieve. Protecting your assets using liability insurance is entirely legal, ethical, and even affordable. There are special situations in which you should consider purchasing more coverage: Appreciating assets.

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Assets Insurance Ethics Wealth Advisor 52

Nerd's Eye View

FEBRUARY 13, 2024

Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Melody Townsend.

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Clients Certified Financial Planner Financial Advisor Financial Planner 130

The Richer Geek

MARCH 23, 2022

Hair has been fortunate enough to have several clients enlist him in “bet the company” litigation and has been tasked with protecting clients’ assets during litigation. He enjoys nothing more than fighting for his clients and his uses his unique work ethic, his diverse background, and his courtroom skills to do just that.

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Advisor Perspectives

JANUARY 16, 2023

So-called greenwashing by asset managers misleads investors by labeling products with false claims of ESG benefits. But the SEC’s initiative to restrain this malpractice falls short because it does not distinguish between risk- and ethics-driven ESG products.

Ethics 52

Ethics Assets Management 52

International College of Financial Planning

APRIL 25, 2024

Individuals who attain the CFP® certification are respected for their expertise and commitment to adhering to the highest ethical standards, significantly enhancing their credibility and career prospects in the BFSI (Banking, Financial Services and Insurance) sector. What Is a Certified Financial Planner®?

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Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Between 0.5%

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Financial Advisor Certified Financial Planner Ethics CFP 52

Yardley Wealth Management

JUNE 6, 2023

Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. This plan can include a living trust, a legal document that allows assets to pass to beneficiaries without going through probate court.

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Steve Sanduski

JUNE 25, 2024

And the more open you are to new ideas about Bitcoin, the better equipped you’ll be to answer your clients’ questions about how digital assets do or don’t fit into their financial plans. And that’s true for all kinds of assets, but Bitcoin was meant to be used as a kind of monetary asset.

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Ethics Government Financial Advisor Assets 64

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. By then almost a decade of manipulation of the financial statements had led to the hugely overstated assets and underreported liabilities.

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Banking Accounting Ethics Sales 131

Yardley Wealth Management

MAY 30, 2023

Here are a few examples of how they can help with your financial planning: Create a Comprehensive Financial Plan: A fiduciary and fee-only advisor can work with you to create a comprehensive financial plan that takes into account your goals, assets, and risk tolerance.

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Fee Only Risk Tolerance Ethics Retirement Planning 52

Sara Grillo

OCTOBER 31, 2022

If they tell you they charge a percentage of assets under management, and you see that they also charge commissions, that should indicate that they either weren’t be that honest intentionally or weren’t careful about how they explained their fees to you, both of which are of concern. Ethics matter.

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Validea

AUGUST 2, 2023

Using this story as inspiration, I thought it would be worth looking at the basics in investing and personal finance to see what investors can learn from the mindset and work ethic of one of the greatest basketball players ever. Kobe understood the importance of work and the power of compounding and honing the most basic skills over time.

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Wealth Accumulation Ethics Investments Investing 94

The Irrelevant Investor

AUGUST 25, 2018

There is no way that Wells found the 14,000 least ethical financial advisors in the industry. The fees for planning, according to an internal presentation called “The Wealth Planning Client Experience,” were significant: from $5,000 to $68,000 per year, depending on the client’s assets. Bethany McLean and Ethan Wolff-Mann at Yahoo!

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Ethics Commission Financial Planner Financial Advisor 52

eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. Crypto in the News. The CFP Board stated the risks as follows in its communication. Proceed with Knowledge.

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Brown Advisory

JANUARY 20, 2023

When clients have assets in multiple countries, this task can become more complicated—not just in terms of long-term thinking, but also in ensuring they are compliant with all those countries’ tax codes. taxpayer must file an FBAR in any year that they have assets in financial accounts outside the U.S.

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Accounting Compliance Taxes Banking 100

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

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International College of Financial Planning

OCTOBER 26, 2023

Their primary objective is to ensure that the assets are managed & distributed according to the wishes of the client. Investment Oversight:  Post the formulation of your financial plan, the next step is to channel your assets into fruitful investments. Ethical Standards: ICOFP instils solid moral values in its students.

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Estate Planning CFP Certification Certified Financial Planner 52

Dear Mr. Market

MARCH 11, 2023

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. Put another way, they don’t abide by the same ethics, standards, or even GAAP (Generally Accepted Accounting Principles) that we do. Treasury Bond ETF ( GOVT ).

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Investments Investing Portfolio Assets 101

Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. How we are Compensated At Walkner Condon we use the assets under management (AUM) model. We use them as the custodian for our clients’ assets.

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International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. By spreading your investments into different assets, you can reduce your overall investment risk, increase your potential for returns, and ensure long-term stability.

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Portfolio Certified Financial Planner Investments Investing 52

Trade Brains

OCTOBER 21, 2024

Trident Lifeline Limited operates through an asset-light model, partnering with contract manufacturers to produce high-quality medications. The company maintains high ethical standards in pharmaceutical marketing and prioritizes accessibility to essential medicines worldwide.

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Pharmaceutical Medical Manufacturing Medicine 52

eMoney Advisor

MAY 1, 2023

.” Once named a “Woman to Watch” by InvestmentNews, Cheng uses her high profile for the betterment of the profession, spreading a message about the benefits of skilled and ethical financial planning. In a recent interview with Barron’s, he said he expects to grow his firm to $10 billion in assets within five years.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. Financial advisors guide individuals in managing their finances and achieving financial goals.

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Certified Financial Planner Financial Planner Certification Clients 52

Park Place Financial

SEPTEMBER 8, 2022

These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first.

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

International College of Financial Planning

OCTOBER 10, 2024

It is valued for its rigorous training, ethical standards, and comprehensive understanding of financial planning. Trust and Credibility: Clients trust certified professionals more, as they adhere to strict ethical guidelines and demonstrate a deeper knowledge of financial planning.

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CFP Certification Certified Financial Planner Financial Planner 52

Walkner Condon Financial Advisors

APRIL 17, 2023

Fee-Only financial advisors are most often compensated as a percentage of assets (AUM), though also may be paid hourly, as a retainer, or as a flat fee, depending upon the planner you choose. At Walkner Condon we use the assets under management (AUM) model. We get paid based on a percentage of a client’s assets that we manage.

Fee Only 52

Fee Only Financial Advisor Certified Financial Planner Commission 52

Good Financial Cents

APRIL 10, 2023

While they earned half a million dollars per year, they only had $17,000 in total assets. That’s right; they were in their mid-thirties and they wanted to retire at age 50, yet they only had $17,000 in actual assets to their name! For example, wealthy people focus on buying income-producing assets instead of depreciating assets.

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The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds? So fast forward to where we are today, we have over $40 billion in assets under management. BERRUGA: You know, great question. BERRUGA: Exactly.

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International College of Financial Planning

DECEMBER 9, 2024

Career Advancement CFP professionals enjoy significant advantages in the job market, particularly in sectors like: Asset management Wealth management Insurance Retail banking Non-banking financial companies Financial Rewards CFP professionals, especially in metropolitan areas, can earn substantial incomes. How ICOFP Can Help?

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Park Place Financial

JULY 6, 2022

In Texas, public pension trusts hold over $250 billion in combined assets. Review of investment practices: The bill adds ethical conditions to amendments made during the 86 th Legislative Session regarding independent investigations into investment practices. The law also includes compliance standards for FSRPs.

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Retirement Retirement Planning Certified Financial Planner Ethics 52