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Recent Posts
Aaron Klein Interview: How Fintech/Advising Students Can Succeed
Check out our clips from when Aaron Klein, ex-CEO and Co-Founder of Nitrogen (formerly Riskalyze), visited BYU-Idaho and explained how to succeed in Fintech or Financial Advising. He was thoughtful,...
Registered Investment Advisers (RIA’s): What is an RIA and Their Role in the Financial Industry
Are you curious about the role of Registered Investment Advisers (RIA's) in the financial industry? This informative article will demystify the world of RIAs, explaining their responsibilities,...
Are you interested in becoming a financial coach? This ultimate guide will provide you with all the information you need to start your journey towards becoming a successful financial coach. From...
If you are a financial advisor, you may have heard of the term Outside Business Activity (OBA). But what does it mean, and why should you care? In this article, we will explain what an OBA is, which...
A financial advisor can be a notary but it's more common and more useful to have an employee be a notary. The employee would have to file it as an Outside Business Activity with their firm. Every...
Can You Become a Financial Advisor with a Psychology Degree?
The people skills acquired in psychology are invaluable to financial planning. A psychology degree is a good start for a career in financial services. A financial advisor can have any degree, or no...