Remove Certification Remove Definition Remove Numbers
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Weekend Reading For Financial Planners (Feb 11-12)

Nerd's Eye View

Among others, one notable item that could be reviewed is the current certification requirement that a candidate must have attained at least a bachelor’s degree, which some observers have suggested limits the pool of potential CFP professionals at a time of high demand for advisor talent.

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#FA Success Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack, With Jon Henderson

Nerd's Eye View

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

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Transcript: Cathy Marcus, PGIM Real Estate

The Big Picture

She has had a number of different positions within PIM, including managing their flagship core real estate fund. She has lived and invested through not just the great financial crisis, but the SNL crisis and a number of other fascinating experiences in real estate. And so I definitely learned a lot there. Definitely.

Assets 264
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12 Highly Liquid Investments To Have

Clever Girl Finance

What is the definition of liquidity? In order for an investment to be a highly liquid investment, it must meet a number of factors: The asset must be in an established liquid market. The asset must maintain a large number of readily-available, interested buyers. No-penalty certificates of deposit. Certificates of deposit.

Investing 101
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What is a BOI Report and How Do You File One?

Harness Wealth

EIN/Tax ID: Enter the company’s EIN or other applicable tax identification number. Make sure you provide complete information for each individual who meets the definition of a beneficial owner. Certification statement: Carefully read the certification statement and check the box to confirm your agreement.

Taxes 52
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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

Keep in mind that if you don't feel comfortable throwing something out, you should definitely keep it! Birth certificates / Adoption paperwork. Death Certificates. Marriage Certificates. Your social security card, with your social security number, is extremely important to have. Social security card. Security safe.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Disability Tax Credit (DTC) The Disability Tax Credit was introduced by the federal government in 1988 due to the fact that a broader definition of disability became necessary and relief was required for the handicapped and those suffering from mental illnesses as well.