Tag : Personal Financial Planning

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey
Economy Fintech News

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey

Fintech News Desk
by Fintech News Desk0
Establishing an emergency fund is the most important step Americans can take to prepare for a potential sharp economic downturn with over half (57 percent) of CPA financial planners identifying it as the top priority, and 84 percent including it in their top three. This according to the AICPAs Personal......
1