James Hendries

AUGUST 15, 2022

The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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Clients Marketing Marketing Valuation 52

Envision Wealth Planning

MARCH 17, 2022

Who is a Fiduciary Investment Adviser Representative? By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. Some investment advisor representatives are registered as Registered Representatives. But a commission is also a fee.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

James Hendries

AUGUST 15, 2022

For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Tracking # 1-05335079 (Exp. 10/23).

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 3, 2022

The technical definition of recession is not two consecutive quarters of negative growth as many believe, but rather must include these three ingredients: A significant decline. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 98

Marketing Marketing Economy Valuation 98

Midstream Marketing

FEBRUARY 13, 2021

Ultimately, a lot of it likely comes down to the perception of return on investment. The Importance of Perspective in Lead Generation for Financial Advisors. You also need to be aware that there are more opportunities out there in terms of lead generation for financial advisors than you probably realize. XY Planning Network.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

James Hendries

JUNE 26, 2023

While the 20% qualifier meets the technical definition of a bull market, there is additional evidence supporting the transition from a bear to bull market. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

JULY 3, 2023

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

JANUARY 31, 2023

For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

JANUARY 13, 2023

For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do? Financial Advisors wear different hats depending upon the industry they are in. A master’s degree in any of these streams would be a bonus.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

James Hendries

JUNE 20, 2023

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JANUARY 20, 2023

For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

DECEMBER 4, 2022

For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). 12/2023).

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

SEPTEMBER 27, 2022

Treasuries, agency mortgages, and investment-grade corporate bonds that comprise the Aggregate index. While both core and core plus funds focus on investment grade (IG) rated bonds, by definition, core bond funds hold less than 5% of net assets in below IG rated bonds (on average, less than 2% over the last 36 months).

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

JANUARY 26, 2023

For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. Is that a fee? degree in Computer Science.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Tucker Advisors

AUGUST 9, 2021

And you could potentially write less business, because clients will perceive that you’re not a holistic advisor, that you don’t perform the complete duties of an advisor in an all-encompassing way for your clients. Now, they haven’t begun enforcing the new definition of “fiduciary” as part of the rule. The client? Sources: 1.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

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: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

MARCH 1, 2022

The current landscape suggests the characteristics implied by such traditional, binary labels may not be sufficient to describe many of today’s investment approaches. Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing.

Commission 52

Commission Distribution Asset Allocation Investments 52

ClearMoney

SEPTEMBER 24, 2021

Crises, by definition, are not predictable. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Markets are forward-looking and remind us of the power of human resilience. I’m overwhelmed.

Investing 52

Investing Investments Commission Financial Advisor 52

ClearMoney

DECEMBER 5, 2021

While, by definition, the high-debt group of countries includes those with relatively high debt/GDP in any given year, the absolute level of debt for this group has varied through time. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

While, by definition, the high-debt group of countries includes those with relatively high debt/GDP in any given year, the absolute level of debt for this group has varied through time. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Investments involve risks. Dimensional Japan Ltd.,

Government 52

Government Commission Economics Distribution 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 162

Compliance Clients Wealth Management Management 162

Good Financial Cents

APRIL 19, 2023

If you need a more formal definition, IRS Pub 925 has you covered. Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. Robo-advisors like Betterment allow you to set your willingness for risk, then sit back and let the income flow. Start A Blog 9.

Accounting 105

Accounting Investments Investing Media 105

James Hendries

JULY 6, 2022

NBER’s broader definition will likely enable the economy to avoid recession in the first half regardless, though GDP may eke out a small gain anyway. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Economy 52