The May 2024 Financial Counseling call with AFCPE and FPA will be held on Thursday, May 16th at 12 pm ET
05-16-2024 | 12:00 - 13:00 ET
Contango and Backwardation are very important to understand They describe the cuurent state of a futures curve typically found in broad based commodity indexes. Most will not have spot(todays price) represented but rather will hold various futures contracts. Contango-The futures...
Ken, I use "Money Guide Pro". I have found this to be the most comprehensive planner out there. Cash flow, risk management, asset allocation , what if scenarios, estate planning. A little bit of a learning curve but alot of capabilities. Hope this helps. Dan Chen
I have had a request for a financial planner in the UK. What advice can I give to this person to research financial planners in the UK?
Often , when we respond to a survey or when we talk with peers, 1 question appears: THE AMOUNT OF FINANCIAL ASSETS UNDER MANAGEMENT (AUM)...and my question is: are financial AUM so important to evaluate the quality of a Planner ?
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Modern financial planning technology is dramatically different from what was available to the upstart profession at its inception more than 40 years ago
Get your submission in for the FPA MA Financial Planner of the Year
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Discovering a client's goals and objectives is one of the critical steps of the financial planning process
Lifelong client relationships are the lifeblood of the financial advisory industry...Why Should You Be Using Personalization? The financial advisory industry is already fighting an uphill trust battle
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