Darrow Wealth Management

FEBRUARY 13, 2025

Fee-only financial advisors are often registered investment advisors too, meaning they have a legal duty to act in the clients best interest. This fiduciary duty is a cornerstone of their practice, providing clients with the confidence that their financial advisor is working solely for them. Do you have a unique situation?

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Fee Only Financial Advisor Financial Planner Certified Financial Planner 52

Park Place Financial

SEPTEMBER 8, 2022

Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. CFA Institute offers a certification program that tests the ability and integrity of financial analysts. Certified Financial Planner (CFP) . Chartered Financial Analyst (CFA) .

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Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

International College of Financial Planning

AUGUST 31, 2023

Whether saving for retirement, buying a home, or building an emergency fund, investing grows your wealth over time. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.) This is where diversifying your investment portfolio comes into play.

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Portfolio Certified Financial Planner Investing Investments 52

Good Financial Cents

JUNE 11, 2023

We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. Fiduciary duty means the party has a legal obligation to put your interests above their own. This is absolutely key with any financial advisor you talk to, whether in person or online.

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Management Investments Investing Accounting 80

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3 Lee holds a Ph.D.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Carson Wealth

JANUARY 14, 2023

The CFP ® designation requires those holding this designation to act as a fiduciary when providing financial advising or financial planning services. Jeni (65) is about to retire and has a significant amount of money in her employer defined benefit pension plan. Jorge recently acquired a new client, Jeni.

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Financial Advisor CFP Certified Financial Planner Risk Tolerance 52