WiserAdvisor

JUNE 2, 2023

Wealth managers Wealth managers primarily work with wealthy investors and hold expertise in several fields, such as investment planning, estate planning, tax planning, insurance planning, charitable donations, etc. Their main area of focus is wealth preservation.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

James Hendries

OCTOBER 25, 2022

As more metrics start blinking red, sticking to long-term investing plans with the guidance from a financial professional is becoming more and more important. Insurance products are offered through LPL or its licensed affiliates. Jeffrey Roach, PhD, Chief Economist, LPL Financial.

Marketing 52

Marketing Marketing Economics Economy 52

Trade Brains

JULY 4, 2024

Nuvama Wealth Management: Forget glowing wealth advisors and generic investment plans. Nuvama is going to start its operations in Dubai (DIFC) where it recently received license approval. The company plans to use Dubai as their first go-to-market for offshore operations, rather than in Singapore.

Wealth Management 40

Wealth Management Management Planning Financial Services 40

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

DECEMBER 12, 2022

He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Matt has over 10 years of investment experience, including a highly technical background in private equity backed transactions and corporate debt restructurings. Matt Pruitt, CFP®, CFA®. Charles King.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

WiserAdvisor

JULY 25, 2023

When hiring a financial advisor, most people look at the professional’s expertise, qualifications, licenses, experience, and reviews. You may also want to prioritize some investments, such as Environmental, Social, and Corporate Governance (ESG). How do emotions influence advisor selection?

Financial Advisor 52

Financial Advisor Communication Portfolio Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Dr. Lee’s current research agenda includes investigating the impact of insurance licensing on financial advisor misconduct, analyzing the effect of external vs. internal work commitments on college student performance in hybrid and online learning environments, and examining risk profiles of U.S. transgender male and female investors.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Good Financial Cents

APRIL 10, 2023

If you’re a family with two car loans and you’re making the average payment, this means you’re forking over $1,288 in car payments per month without even accounting for the costs involved in license plates, auto insurance , gas, and other expenses.

Investments 110

Investments Investing Assets Accounting 110

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. Stumbled across our stuff and reached out and said, Hey, could you link this to the public equity databases like Compus stat so we could use it for valuing stocks? That actually is exactly what we ended up doing.

Assets 173

Assets Management Portfolio Marketing 173

Sara Grillo

SEPTEMBER 26, 2022

Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

AUGUST 18, 2023

Examples include Series 7, Series 65, and Series 82 licenses. With its user-friendly interface and transparent reporting, Fundrise has become a top choice for many venturing into real estate investments. How it Works: Investors start by choosing a suitable investment plan on Fundrise.

Investing 52

Investing Investments Startup Portfolio 52

Sara Grillo

SEPTEMBER 12, 2022

JR agrees, stating that 70% of CFP holders have insurance licenses. #4 Since 70% of CFP® mark holders have insurance licenses, anything they do on the insurance side (outside of variable products) is not regulated by the SEC. 4 Has the CFP Board failed to address the insurance problem – the “third hat”?

CFP 80

CFP Financial Planner Ethics Financial Planning 80