CNBC unveiled its top 100 financial advisors list and found that the industry lacks diversity. Lazetta Braxton, 2050 Wealth Partners co-CEO and a member on CNBC’s Financial Advisor board, and Evelyn Zohlen, 2020 Chair of the Financial Planning Association and Inspired Financial president and founder, joins ‘Power Lunch’ to discuss why there is a lack… Continue reading How the financial advisory industry can increase its diversity efforts
Robo-advisors have had a meteoric rise in popularity since their debut in 2008 thanks to the support from millennials and Gen Z. Today, Robo-advisors manage $460 billion, with some analysts predicting it will become a $1.2 trillion industry by 2024. Watch the video to find out why some investors believe it will never replace traditional… Continue reading Will Robots Replace Human Financial Advisors?
Today we go over the amount of revenue that I generate running my own financial advisory company and how much I pay myself each month from my various revenue streams. Instagram: Twitter: Haven Wealth Management: Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of… Continue reading How Much MONEY I Make in 2020 as a Financial Advisor
Ashley Rogers is an Executive in M&A Advisory at Deloitte. He graduated from Cardiff University having studied accounting and finance, and achieved 1st class honours. In this video we dig into his career, previous experience, reasons for moving away from tax and into M&A at Deloitte, what a typical day in the life looks like,… Continue reading Corporate Finance Advisory (A Day in the Life)