Nerd's Eye View

JANUARY 8, 2024

For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape. The changing patterns in how financial advice is delivered can be compared to the similar trends seen in the evolution of medicine.

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

Abnormal Returns

JUNE 22, 2023

lithub.com) Longreads How the business of financial advice has changed over time and what always matter. theverge.com) Why America's doctors increasingly feel alienated by corporate medicine. (msn.com) What to do if your house is overflowing with books.

Medicine 242

Medicine Financial Advice 242

Nerd's Eye View

SEPTEMBER 25, 2023

Gradually, CFP Board also raised the ethical standards for CFP professionals, introducing a fiduciary standard on financial planning in 2008 and, in 2020, an expanded fiduciary standard that applies whenever the certificant is giving financial advice.

CFP 246

CFP Financial Planning Planning Certification 246

Clever Girl Finance

NOVEMBER 22, 2022

Banking and other financial account statements with account numbers. Important medications or medicines. It may be impossible for you to collect all of these documents before leaving a financially abusive relationship. Luckily, the internet is full of financial advice. Vehicle registration and title documents.

Accounting 98

Accounting Banking Planning Certification 98

Sara Grillo

SEPTEMBER 26, 2022

Wright: And to that, I would say part of that is just because our industry is relatively new compared to medicine, medicine, centuries years old, financial planning really… 0:39:26.1 Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Grillo: Next question.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59