Tag: advisors
The team behind Floki: Who are the developers and advisors?
Floki Inu is one of the hottest cryptocurrencies in the market, and it has gained a lot of popularity in recent months. The coin...
How Technology is Helping Financial Advisors
The challenges of being a financial advisor are many, and it can feel overwhelming at times to deal with the difficulties that come with...
National Association Of Insurance And Financial Advisors (NAIFA)
What is 'National Association Of Insurance And Financial Advisors - NAIFA' A nonprofit group that works on behalf of its members to...
National Association of Purchasing Management Chicago (NAPM Chicago)
National Association of Purchasing Management Chicago (NAPM Chicago) What is 'National Association of Purchasing Management Chicago - NAPM Chicago' An association which...
Manager Universe (Benchmark)
What is 'Manager Universe (Benchmark)' A peer group of investment managers who have the same investment style. Manager universe data is often...
Safe Harbor
What is 'Safe Harbor' Safe harbor refers to a legal provision to reduce or eliminate liability in certain situations as long as...
Paraplanning
What is 'Paraplanning' A relatively new position within the financial planning industry that involves the performance of the administrative duties of a...
Federal Covered Advisor
What is 'Federal Covered Advisor' An investment advisor in the United States that manages more than $25 million in assets for other...
Wealth Management
DefinitionWealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services. High-net-worth individuals, small-business owners...
Tax Advisor
DefinitionA tax advisor or tax consultant is a person with advanced training and knowledge of tax law. The services of a tax advisor are...