Browsing Tag
Financial Advisors
42 posts
He’s Just Not That Into You: Buffett Slams ‘Financial Advisors’
'If [advisors] told people what a simple game it is, 90% of the income of people speaking would disappear,' the investing legend said.
May 1, 2022
Financial Impact of 2008 Crash Outranks COVID-19 Crisis
New research from Nationwide shows that while investors are suffering financial fallout from the pandemic, the earlier market crash was worse--and they want professional financial help even more.
October 25, 2021
Women in Pensions Network (WiPN) Rebrands to Reflect Evolving Industry
WiPN is now WIPN after rebranding itself from Women in Pensions Network to WE Inspire. Promote. Network. Founded…
April 23, 2021
Consumers Trust ‘Advisors’ More than ‘Brokers’
Financial advisor titles shape trust, with planners and advisors seen as more credible than brokers or insurance agents.
September 9, 2019
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
July 31, 2019
Weekend Wackiness: Lottery Retirement Plans, Dave Ramsey Fanatics and More
Time for some more Friday 401(k) Fun with another roundup of the absurd and offbeat, courtesy of a…
April 19, 2019
Tech Not Scary to Women Advisors
Scared by the rise of artificial intelligence and the robo-advisor? Not the top-earning female financial advisors at Edward…
March 28, 2019
How Much Financial Advisors Earn by State
Everyone knows salaries for similar jobs can vary tremendously from state to state, but does a financial advisor…
March 26, 2019
Say ‘No’ to Robo: Tech Should Complement, Not Replace Human Advisors
Don’t anybody be putting “financial advisor” in that list of professions that will someday be rendered obsolete by…
February 19, 2019
Good Wills: Why 401(k) Participants Need a Plan in Place
Legacy planning over 50 ensures peace of mind, reduces family burden, and secures your wishes for health, finances, and memories.
February 7, 2019