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FirsTrust
FirsTrust
How to Find a Financial Adviser

How to Find a Financial Adviser

……And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their relationship with you and act as a fiduciary in all parts of their business. The word fiduciary gets used incorrectly all the time, but a true fiduciary has very few conflicts of interest, with all decisions made in the client’s best interest. For me, these two criteria – being a CFP and a fiduciary – should be non-negotiable when choosing an adviser…………

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FirsTrust
FirsTrust
The Best and Worst Ways To Spend Your Year-End Bonus

The Best and Worst Ways To Spend Your Year-End Bonus

Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's receiving one, you can rest a little easier knowing there's more money going into your bank account.

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Chris Cannon
Chris Cannon
Paul Smith, CFA, and Chris Cannon, CFA – COVID-19: Around the World and Back Again

Paul Smith, CFA, and Chris Cannon, CFA – COVID-19: Around the World and Back Again

This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry. The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando.