Remove Ethics Remove License Remove Numbers
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Sunday links: too many theories

Abnormal Returns

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. npr.org) Occupational licensing is out of control. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet." slate.com)

Ethics 243
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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Focus on important numbers like website visits, social media interactions, lead generation, and email open rates. Check your key numbers often. Track these numbers. Metric Description Website Traffic Total number of visitors to your website, indicating reach and brand visibility. Look at this data.

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Satyam Scam – The Story of India’s Biggest Corporate Fraud!

Trade Brains

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Mr Raju used his personal computer to create a number of bank statements in order to inflate the balance sheet with cash that simply did not exist.

Banking 131
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A Guide to the 4 Types of Tax Preparers

Harness Wealth

CPAs are licensed by state boards of accountancy in the state where they practice. Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career.

Taxes 52
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Why useless financial advisor rankings lists should be put to rest!

Sara Grillo

Revenue is not an indicator of the effectiveness of the advisor any more than the number or size of clients they have is. Number of employees per client? What about ethics? Number of years in the business included as a factor. Number of employees included as a factor, and number of employees vs. number of advisors.

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How to Become a Financial Advisor or Financial Planner in India?

International College of Financial Planning

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

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Average Fees for Tax Advisors in 2024

Harness Wealth

Fixed per-service fees: Some tax advisors charge a set fee for individual services that allows for predictable but flexible billing based on the number and complexity of services. EAs must also obtain 72 hours of continuing education every three years with a minimum of 16 hours per year including ethics training.

Taxes 52