Nerd's Eye View
APRIL 28, 2023
House of Representatives committee this week approved legislation that would expand the pool of individuals who would qualify as accredited investors able to access certain private offerings Proposed bipartisan legislation would allow individuals to use funds in 529 plans for expenses associated with acquiring or maintaining postsecondary credentials, (..)
Nerd's Eye View
FEBRUARY 2, 2024
Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)
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NAIFA Advisor Today
AUGUST 14, 2023
Nate Wyatt, CFP , always knew he loved numbers, but he also knew he wanted a career helping people. So, in his junior year in college, he switched his major from engineering to finance. He took an internship at a bank and started his career in insurance and financial services right out of college.
Indigo Marketing Agency
APRIL 28, 2023
Likewise, if you have professional designations, add them to your name or headline, as some prospects include “CFP®” or “CFA” in their search terms.
Investing Caffeine
JUNE 1, 2023
the computing engines behind the AI revolution. Some pundits are comparing AI proliferation to the Industrial Revolution – on par with productivity-enhancing advancements like the steam engine, electricity, personal computers, and the internet. Slome, CFA, CFP® Plan. Source: NVIDIA Corp. – Why Such the Fuss Over AI?
International College of Financial Planning
NOVEMBER 18, 2024
My education had been in engineering, and I spent over two decades working in technical IT roles. At 46, I found myself at a turning point. For most of my career, money was just a paycheck—a way to cover expenses and stay secure. I never thought much about how to make it grow or work for me.
Tobias Financial
APRIL 5, 2023
science, technology, engineering, and mathematics workers in 2019, according to a report by the American Immigration Council. Our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS was recently quoted on Financial Planning, sharing her insights on working with first-generation immigrant and first-generation American clients.
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