International College of Financial Planning

JULY 10, 2023

Some common career paths for investment advisors include working as wealth manager, family office, portfolio manager (PMS), Retirement Planner, Estate Planner. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 52

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Are commissions bad? Macchia says that agents would be happy to take even a small commission. Sara’s upshot.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 8, 2024

And so he set me off in a direction that was practical and at that point, commission business that he generated was ginormous, I’m sure. He helps portfolio managers make sense of the world. And so I tried to find something that I could do that would be of interest to basically an equity investor. Not, not useful.

Economy 147

Economy Clients Banking Economics 147

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. link] If you can write something like this without mentioning war, plague, famine, expropriation, etc.,

Banking 59

Banking Government Economics Taxes 59