Real Financial Professionals Blog
Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.
To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.
Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.
RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.
To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.
Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.
RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.
Embracing Robo IAs -- Investment Advisors Building Businesses
Shrill headlines scream fear for roboadvisors, but independent financial professionals must embrace the Web.
We, the people of Advisor Products Inc., are launching a solution automating ongoing financial planning advice supervised by financial professionals — CFPs, CPAs, CIMAs, CPWAs, CFAs, ChFCs, CLUs, and EAs.
