Dasarte Yarnway: Onyx, Community, and the Future of Financial Advising
Dasarte Yarnway may not be a household name, but he could be one soon. He’s at the front end of a movement in the financial advisor world.
Source: etftrends.com
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The Value of Nonmonetary Returns
What coronavirus has taught us about how advisors can incorporate considerations of well-being into goals.
Source: morningstar.com
CFP Board Adds Psychology of Financial Planning to Exam Topics
CFP Board Adds Psychology of Financial Planning to Exam Topics Prospective certified financial planners need to understand psychology and behavioral finance. Author: Apr 26, 2021 7:30 AM EDT The Certified Financial Planner Board of Standards (CFP Board) recently added a new category titled “Psychology of Financial Planning” to the list of topics that prospective certified financial planner certificants will need to know to pass the CFP exam. The updated topic, which will require knowledge of client and planner attitudes, values, and biases; behavioral finance; sources of money conflict; p...
Source: thestreet.com