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Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. They also enforce the fund’s investment strategies and, therefore, are responsible for the fund’s overall returns.
There is no underlying asset that drives the value. Is crypto a good investment, or does it suck? It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. Maybe Stablecoins will develop.
This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Later, he earned his Master of Science in Financial Services (MSFS) and Master of Science of Management (MSM) degrees from The American College.
Assuming we all agree that financialplanning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. Robert will be on the “for” team.
The debaters include: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of FinancialPlanning Hawaii, Inc. Wright says, if we are going to asset that the CFP Board and marks are bad, we should ask the question, “bad compared to what?”
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