“Leveraged products are complex, carry substantial risks and are intended for short-term trading,” Fidelity warns investors on its website. “Most reset daily and seek to achieve their objectives on a daily basis. Due to compounding, performance over longer periods can differ significantly from the performance of the underlying index.”
The APFC from Sage Financial Solutions represents just one of a handful of coaching certifications that could help planners expand their skills and ability to serve clients with valuable behavioral capabilities.
A $5,000 scholarship from Cary Carbonaro and the CFP Board aims to help break financial barriers for women seeking to enter financial planning.
Osiris St. Brown entered wealth management with his NFL-player brothers as clients, then found his calling helping college athletes navigate NIL wealth.
Advisors share how they navigate the moment when a client's compliments cross the line and the boundaries that keep the business relationship intact.
While donating stock is a clear win for clients to avoid capital gains taxes, gifts of property require a qualified appraisal to get a deduction.
The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts within two years of making political contributions. The agency says existing laws can address pay-to-play conflicts of interest.
