Don't get burned: 5 red flags to watch out for before choosing a financial advisor
A good financial advisor can help you grow your wealth, but the wrong one will charge high fees and promise big returns but ...
Financial Planning11d
CFP Board addresses AI risk with new ethics guide
The nonprofit's checklist aims to help advisors effectively use the technology in their firms and emphasizes confidentiality, ...
I'm a Financial Advisor—Here's 3 Tips to Get Organized for Tax Season
How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about getting organized for tax season.
Financial Advisor11d
CFP Board Issues Generative AI Guidelines
The CFP Board of Standards has released a generative AI ethics guide to help advisors incorporate this new technology into their business while adhering to a fiduciary’s best practices. The eight-page ...