This is a guest post written by Tom T. He runs FindSecuredCards, a source that showcases some of the best prepaid credit cards on the market and more. If you own a business, you’re going to find that there are going to be times that you’re going to have to get credit or money because …
Category Archive: Financial Management
Dec
27
CFP Definition and Overview
Definition: "CFP" stands for Certified Financial Planner and falls under the jurisdiction of the Certified Financial Planning Board of Standards. "Certified Financial Planner" is one of the many designations that you may encounter as you seek out help planning and investing for college.
Dec
14
Financial Designations
Finding the correct personal adviser can be a daunting task, given the sea of insurance agents, commissioned brokers and fee-based money managers who are out there competing for your company. Fiscal designations -- the alphabet soup that some advisers append to their names -- can aid narrow the field a bit. But it is critical …
Dec
04
The Cost of Bad Financial Advice
Do you believe both stockbrokers and investment advisors have the same duty to act inside your very best interests? Would you be surprised to uncover out that you can find two different legal standards that apply towards the delivery of monetary tips? 1 regular is known as “suitability”. The other regular is that of a …
Nov
27
Check Your Financial Advisor’s Credentials
First, ask them what agency, or agencies, oversee their business. The solution needs to be either FINRA or the SEC. FINRA stands for the Monetary Business Regulatory Authority. SEC stands for the Securities and Exchange Commission. If the solution is FINRA, the advisor will hold some type of securities license. You may use the BrokerCheck …
