….I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services….
…..Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advice.
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose
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 industry. The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando.
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!
CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing.
After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for a better retirement.
…..Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners….
