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The Types of Fiduciary Financial Advisors Thu, Dec 17, 2020 Here we talk about the requirements to call yourself a fiduciary and the different types of fiduciary financial advisors, including: Fee-only fiduciaries. Certified financial planner fiduciaries. Registered investment advisor fiduciaries. Retir... Read More

By U.S. News and World Report

CFA Society of Orlando - Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing Thu, Nov 05, 2020 CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing. Read More

OPINION - ADVISOR INSIGHT Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means Tue, Nov 03, 2020 Investors need to ask a financial advisor if they work as a fiduciary at all times. Also, ask your advisors to sign a “Fiduciary Oath” drafted by the Committee For The Fiduciary Standard to make sure that they meet the five core fiduciary principles. Read More

By Stacey Francis as seen at CNBC.com

6 Pros and Cons of Choosing a Fee-Only Financial Advisor as seen in US News and World Report Wed, Sep 30, 2020 Fee-only financial planners come with certain advantages and disadvantages that investors should consider. Read More

By Rebecca Lake

What is a Fiduciary Financial Advisor? Wed, Sep 02, 2020 A fiduciary is defined by the legal and ethical requirement to put your best interest before their own. Read More

By U.S. News and World Report

2020 VOLUNTEER OF THE YEAR AWARD WINNERS Tue, Aug 25, 2020 As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he serv... Read More

By CFA Institute

How To Choose A Financial Advisor as seen in Forbes Fri, Aug 14, 2020 .......Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council, a lack of personal finance knowledge costs the average American $1,200 a year. Read More

By Jason Schmidt

Do I Need A Financial Advisor Or Should I Do It Myself? Here’s When It’s Worth Getting A Financial Advisor. Thu, Aug 13, 2020 .......many investors who would benefit from working with a wealth advisor don't seek professional advice or mistakenly think they don't need it. Here are a few signs that you may need a financial advisor. Read More

By as seen in Forbes

Paul Smith, CFA & Chris Cannon, CFA - COVID-19: Around the World and Back Again Thu, Jul 23, 2020 CFA Society Orlando's Investors First Podcast titled "COVID-19: Around the World and Back Again." Read More

Chris Cannon, CFA, CIO at FirsTrust, Selected as a Finalist for CFA Institute's 2020 Volunteer of the Year Awards Tue, Jul 14, 2020 We are happy to announce that Chris Cannon, CFA, CFA Society Orlando Board Member, was selected as one of 3 finalists for CFA Institute’s 2020 Volunteer of the Year Awards in the Americas Region! Read More

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