How to choose a financial advisor: 6 tips for finding the right one
Fri, May 21, 2021
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
The Types of Fiduciary Financial Advisors
Thu, Dec 17, 2020
Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including:
Fee-only fiduciaries.
Certified financial planner fiduciaries.
Registered investment advisor fiduciaries.
Retir... Read More
The Truth About Financial Advisors’ Services And Fees
Tue, Sep 01, 2020
So, you have decided you want to leave the DIY behind and get some help with your money. That is until you start searching and find that you need a degree in finance just to understand the different types of services and fees.
Save yourself some t... Read More
By as seen in Forbes
2020 VOLUNTEER OF THE YEAR AWARD WINNERS
Tue, Aug 25, 2020
As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he serv... Read More
Webinar on the Global Search for Alpha: All Roads Lead to Emerging Markets
Mon, Jun 22, 2020
Emerging market economies have been hit by pandemic-related lock downs, capital outflows, reduced demand for exports, a commodity price shock, and the global disruption of supply chains. Policy makers have responded with aggressive approaches and new... Read More
By Presented by the CFA Institute and Hosted by Chris Cannon, CFA: Chief Investment Officer at FirsTrus
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