International College of Financial Planning

SEPTEMBER 3, 2021

They may charge for their services either on a commission basis or hourly rates. However, our advice is to trust financial planners who either take a flat annual fee or charge per hour for managing your portfolio instead of charging a commission on every stock they buy or sell. How to Compensate Financial Advisors?

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

WiserAdvisor

JUNE 12, 2022

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. Here are a few tips you can keep in mind to help lower your financial advisor fees: 1.

Financial Advisor 52

Financial Advisor Fiduciary Duty Commission Financial Planning 52

Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. What is a financial paraplanner?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

WiserAdvisor

JUNE 2, 2023

While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Sara Grillo

AUGUST 14, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? Commissions are opaque. Insurance is opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

AUGUST 26, 2024

Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Robert works families who are victims of wrongful death or personal injury to provide comprehensive settlement plans.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way. Gold has transaction value. All value is relative.

Investing 52

Investing Investments CFP Financial Advisor 52

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. Simple SSL certificates often tend to be not enough and stronger security walls demand expense.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Most brokerages no longer charge trading commissions which is a huge saving for us! They then earn a commission on the products that they sell.

Accounting 105

Accounting Investments Investing Media 105

Nerd's Eye View

MARCH 24, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245