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Independence within reach for aspiring planners
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
4 questions about the BLX Internship for advisor Chloé Moore
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FiComm Partners Announces Winners of Its Inaugural Podcast Awards
In partnership with InvestmentNews, the Awards recognize advisors having meaningful conversations and making a difference through podcast content
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LOS ANGELES and NEW YORK, May 27, 2021 /PRNewswire/ FiComm Partners ( FiComm ), a full-service communication agency specializing in the wealth management and financial advice industry, along with media partner
InvestmentNews, announced the winners of its inaugural first-ever Advisor Podcast Awards. The Awards honored podcast excellence in three categories: The Client Happy Podcast, for approachable, client-centered podcasts; Walking the Walk: Diversity for podcasts demonstrating what diversity and inclusion really feels like; and Pitch Your Podcast, where advisors pitched their new podcast concepts that challenge the status quo.
Should I Get a Financial Advisor? © (Getty Images) Financial advisor speaking with clients
While some experts say a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds. We re more than stocks-pickers, says Jose Sanchez, a certified financial planner with Retirement Wealth Advisors in Santa Fe, New Mexico. People often procrastinate making decisions and need a slight nudge. We focus on the human side of financial planning and spend 80% of our time listening, finding out those goals and how to achieve them.
Financial advisors launch BLX Internship Program
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.