One of the biggest differences between those who have a high net worth and those who are struggling to get by is undoubtedly the fact that upper middle class and wealthy individuals make use of financial professionals to help guide …
In the financial planning field, much of the profession’s success depends on a general attitude among the public of confidence and trust. In other words, if the investing public does not trust the financial planning profession, they certainly won’t trust …
The job of financial planners is to help their clients save money, invest money, and grow money. But though financial planners are involved with recommending securities, they are not the same as stockbrokers. And though financial planners may direct their …
Financial planners’ sole job is to help their clients make money and retain money. So it would stand to reason that financial planners would be well compensated for their services. But though many financial planners serve the wealthy, the vast …
It is common knowledge that people with large portfolios of stocks, bonds, and other assets use financial planners to help manage it all. High powered financial planners assist their wealthy clients with managing assets, setting sustainable spending limits, and selecting …
The Certified Financial Planner Board of Standards is introducing a number of initiatives that they say will provide more academic support for the financial planning profession. The goal of the CFP Board is to provide individuals with more opportunities for …
Attaining professional recognition for going above and beyond the standard in your profession makes you stand out from the crowd, and in the world of financial planning, this is particularly true. Specifically, many clients are now seeking financial advisors with …
A new study conducted by Cerulli Associates found that the overall financial planner population has been steadily decreasing and that only one category of advisors is expanding to make up for the loss. The number of Retirement Income Advisors (RIAs) …
Asking financial advisors about their qualifications may quite the intimidating act for clients who may not be well-versed in finances and investments. So financial advisors who take the time to provide their clients with the information their clients wish they …
America’s baby boomers, which are, incidentally, the largest age group in the country, want to retire, and they want to retire well. So it comes as no surprise the American College of Financial Services introduced the Retirement Income Certified Professional …