FirsTrust Tag Page 4

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Do I Need A Financial Advisor Or Should I Do It Myself? Here’s When It’s Worth Getting A Financial Advisor. Thu, Aug 13, 2020 .......many investors who would benefit from working with a wealth advisor don't seek professional advice or mistakenly think they don't need it. Here are a few signs that you may need a financial advisor. Read More

By as seen in Forbes

Chris Cannon, CFA, CIO at FirsTrust, Selected as a Finalist for CFA Institute's 2020 Volunteer of the Year Awards Tue, Jul 14, 2020 We are happy to announce that Chris Cannon, CFA, CFA Society Orlando Board Member, was selected as one of 3 finalists for CFA Institute’s 2020 Volunteer of the Year Awards in the Americas Region! 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

Don't Let Coronavirus Derail Your Retirement Tue, May 19, 2020 Focus on "Fee-Only" professionals who have earned the CFP® designation. They are paid for expertise, not for sales, and they offer comprehensive planning services. You can find Candidates by searching...... napfa.org ( the National Association of Pe... Read More

By Penelope Wang (as seen at consumerreports.com)

Five Things You Need to Know to Start Your Day Wed, May 06, 2020 Trump pushes for fast economic reopening, EU faces deepest downturn in its history and Treasury to announce a lot of new debt issuance. Read More

By By Lorcan Roche Kelly

How to Choose a Financial Adviser: 6 Tips for Finding the Right One Tue, Apr 28, 2020 If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely diffe... Read More

By James Royal on Bankrate.com

SEC, CFP Board Accused Of Blurring Lines Between Advisors And Brokers As Board Reacts Thu, Apr 16, 2020 The SEC and the CFP Board were criticized yesterday for adopting code of conduct rules that blur the longstanding line between fee-only registered investment advice and brokerage services by implying that conflicts of interest are acceptable. Read More

By at fa-mag.com

Paul Smith, CFA and Chris Cannon, CFA - COVID-19: Around the World and Back Again Thu, Apr 02, 2020 This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management i... Read More

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