New to Investing? How to Tell Your CFPs From Your CFAs

 

This Kiplinger article demystifies common investment terms and explains key concepts in finance, such as equities, ETFs, fixed income, and fiduciary standards. It clarifies the roles of various financial professionals, including financial advisers and stockbrokers, and outlines their qualifications, compensation structures, and legal duties. The guide also highlights designations like CFP® and CFA® and describes emerging tools like robo-advisers. The goal is to help new investors navigate financial jargon and make informed decisions. For details, read the full article here.

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Ignoring Your Old 401(k) Could Be a $130,000 Mistake

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Who's Moving Where In Wealth Management? – Ballast Rock Private Wealth, Coller Capital, Others