Among the top financial planning software programs used by professional financial advisers, according to a recent survey, are MoneyGuidePro, eMoney, Right Capital, MoneyTree, and Advicent/NaviPlan. Software for Professional Advisors Top 5 Software Programs Used by Financial Advisors Software for Professional Advisors. Financial software programs ...
A fiduciary financial advisor is subject to the Investment Advisers Act of 1940. That federal legislation requires fiduciaries to register with the Securities and Exchange Commission (SEC) or at least with the state in which they do business, depending on how much money they ...
Edward Jones does not receive revenue sharing payments for assets within investment advisory programs like Guided Solutions and Advisory Solutions. Disclosures In 2004, Edward Jones paid $75 million to the Securities and Exchange Commission (SEC) as part of a settlement after it was alleged ...
Top Financial Advisors in Colorado Springs, CO First Affirmative Financial Network, LLC. First Affirmative Financial Network, LLC The Corundum Group, Inc. Fee-only The Corundum Group, Inc. is situated in west Colorado Springs Seamount Financial Group, Inc. is a fee-based firm that requires an account ...
USAA Financial Advisors can help increase the odds of reaching your goals. Financial planning helps you understand where you are today and creates a road map to get you where you want to be. Whether you’re saving for a single goal, like retirement, or ...
UBS Financial Advisor is an investment adviser based in Switzerland. Our focus is helping US investors easily invest abroad, allowing them to take advantage of diversification through our broad international offering. At the end of the day, it’s not just about wealth. It’s about ...
The National Association of Personal Financial Advisors is the leading association of fee-only financial advisors. Visit us today to find an advisor near you. National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of ...