Wealth Management | Podcasts
Fee Compensation and Financial Advisors
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® discuss the potential conflict of interests inherent in fee compensation for financial advisors in this episode of the Wealth, Managed Podcast. Specifically, they'll examine what types of compensation might be most sound and how a fiduciary standard can play a role in determining how advisors approach clients about paying for their services.
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April 30, 2021
April 30, 2021
Representation | On-Demand Webcasts
CAAFP Breakout Session #3: “Moving Forward Together to Close the Wealth Gap”
April 30, 2021
Representation | On-Demand Webcasts
Understanding Financial Planning Challenges Facing Modern Women
April 28, 2021
From The President | Insights
Conversation with the President: A Commitment to Sustainable, Equitable Empowerment
April 26, 2021
Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021
From The President | Insights
Conversation with the President: Supporting the Lifelong Learning Journey
April 13, 2021
Retirement Planning | On-Demand Webcasts
Communicating Retirement Concepts in a Changed Consumer Environment
April 13, 2021
From The President | Insights
Why Economic Mobility in Underserved Communities is Good for Society and Business
April 08, 2021
Representation | Insights
Small Business Advisory Services in Diverse, Underserved Communities
April 07, 2021