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Nerd's Eye View Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that just two weeks...
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Financial advisor vs financial adviser vs financial planner vs financial consultant vs investment adviser or advisor. The financial services industry uses a remarkably...
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In a world where most major purchases – such as buying a house or a car – cannot be done with cash, the practical constraint to the question “how much can I afford...
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In the nearly 10 years since Kevin Keller took over as the CEO of the CFP Board, the rolls of CFP certificants have grown by over 35%, even admist a global financial...
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Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big news that 7 major universities, including...
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