Latest news with #CertifiedFinancialPlanner
Yahoo
28-05-2025
- Business
- Yahoo
Four Frost Law Attorneys Named to What's Up? Magazine's Rising Stars List
Frost Law's founder and managing partner, Glen Frost, continues to shape the next generation of legal talent in the Chesapeake Bay region Washington, DC, May 28, 2025 (GLOBE NEWSWIRE) -- Four attorneys from Frost Law have been named to the 2025 Up & Coming Lawyers/Rising Stars list by What's Up? Magazine, a regional publication that highlights outstanding attorneys under 40 who are shaping the future of the legal profession in the Chesapeake Bay region. The award recognizes legal professionals who demonstrate leadership, dedication to clients, and a strong record of success across their practice areas. This year's Frost Law honorees include Alla Cates, Uriel Stern, Robert Braland, and Zoha Sohail. Cates and Stern were recognized in the Tax Law category, while Braland and Sohail were honored in the Trust & Estate/Wills & Probate Law category. These attorneys were selected for their significant contributions to client success and their growing influence in the legal field. The Up & Coming Lawyers/Rising Stars honor is presented annually by What's Up? Magazine, which covers Maryland's Eastern Shore and Annapolis communities. Nominees are evaluated based on peer recommendations, professional achievements, ethical standards, and community involvement. The final selection highlights those who are not only excelling in their legal practices but are also making a measurable impact on the profession and the communities they serve. 'This award is a testament to the caliber of talent we cultivate at Frost Law,' said Glen Frost, Managing Partner at Frost Law. 'We are proud to see our team members recognized for their leadership, their work ethic, and the results they deliver for clients every day. Our clients expect the best, and this recognition confirms that our team is delivering on that promise.' Glen Frost, an attorney, certified public accountant, and Certified Financial Planner™, founded Frost Law with a vision to create a multidisciplinary firm skilled in resolving complex legal, tax, business, and financial issues. The firm serves individuals and businesses in areas including tax controversy, business transactions and litigation, estate and asset protection planning, and bankruptcy. For more information, visit ABOUT Frost Law We are headquartered in Annapolis, Maryland but have additional office locations in New York, Pennsylvania, the District of Columbia, Virginia, and Florida. Frost Law is the home of accomplished attorneys, certified public accountants and financial planners, and other legal, accounting, and financial professionals. Our core practice areas include civil and criminal tax controversy; tax planning for individuals and businesses; transactions involving business and general counsel services; commercial and probate litigation; estate and trust law, including planning and administration; and professional grievance investigations. We serve clients throughout the country and abroad, offering virtual services for clients who prefer to meet remotely. As cases do differ, past performance does not guarantee future results. Frost Law 1050 Connecticut Ave NW, Suite 500, Washington, DC 20036 MEDIA CONTACT Will CarrInfo@ 618-1873
Yahoo
16-05-2025
- Business
- Yahoo
Frost Law to Exhibit at AICPA & CIMA ENGAGE 2025
Frost Law to Join Top Legal and Financial Experts at Premier Las Vegas Conference ANNAPOLIS, MD / / May 16, 2025 / Frost Law is heading to Las Vegas this June to join thousands of professionals at AICPA & CIMA ENGAGE 25, the largest annual event for the accounting and finance industry. The conference takes place June 9-12, 2025, and brings together leaders, innovators, and experts from across the country for several days of networking, learning, and collaboration. Representing the firm at the event is Managing Partner and Founder Glen Frost, a leading authority on tax controversy and compliance. As an attorney, certified public accountant, and Certified Financial Planner™, he brings a diverse perspective in resolving legal, tax, business, and financial issues. At ENGAGE 25, he will be connecting with fellow practitioners and sharing insights from his multidisciplinary work in tax, law, and finance. "Events like ENGAGE 25 give us a chance to connect on a deeper level with fellow professionals," said Glen Frost. "We're looking forward to sharing meaningful conversations, new ideas, and insights." With offices along the East Coast, including Maryland, Virginia, Washington, D.C., Pennsylvania, Florida, and New York, Frost Law works with clients nationwide and internationally. From complex tax matters and business planning to litigation and financial strategy, the team is committed to meeting people where they are and helping them move forward with confidence. For more information about Glen Frost or Frost Law's services, visit ### About Frost Law We are headquartered in Annapolis, Maryland but have additional office locations in New York, Pennsylvania, the District of Columbia, Virginia, and Florida. Frost Law is the home of accomplished attorneys, certified public accountants and financial planners, and other legal, accounting, and financial professionals. Our core practice areas include civil and criminal tax controversy; tax planning for individuals and businesses; transactions involving business and general counsel services; commercial and probate litigation; estate and trust law, including planning and administration; and professional grievance investigations. We serve clients throughout the country and abroad, offering virtual services for clients who prefer to meet remotely. As cases do differ, past performance does not guarantee future results. Contact information:Name: Will CarrEmail: SOURCE: Frost Law View the original press release on ACCESS Newswire Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-05-2025
- Business
- Yahoo
Frost Law to Exhibit at AICPA & CIMA ENGAGE 2025
Frost Law to Join Top Legal and Financial Experts at Premier Las Vegas Conference ANNAPOLIS, MD / / May 16, 2025 / Frost Law is heading to Las Vegas this June to join thousands of professionals at AICPA & CIMA ENGAGE 25, the largest annual event for the accounting and finance industry. The conference takes place June 9-12, 2025, and brings together leaders, innovators, and experts from across the country for several days of networking, learning, and collaboration. Representing the firm at the event is Managing Partner and Founder Glen Frost, a leading authority on tax controversy and compliance. As an attorney, certified public accountant, and Certified Financial Planner™, he brings a diverse perspective in resolving legal, tax, business, and financial issues. At ENGAGE 25, he will be connecting with fellow practitioners and sharing insights from his multidisciplinary work in tax, law, and finance. "Events like ENGAGE 25 give us a chance to connect on a deeper level with fellow professionals," said Glen Frost. "We're looking forward to sharing meaningful conversations, new ideas, and insights." With offices along the East Coast, including Maryland, Virginia, Washington, D.C., Pennsylvania, Florida, and New York, Frost Law works with clients nationwide and internationally. From complex tax matters and business planning to litigation and financial strategy, the team is committed to meeting people where they are and helping them move forward with confidence. For more information about Glen Frost or Frost Law's services, visit ### About Frost Law We are headquartered in Annapolis, Maryland but have additional office locations in New York, Pennsylvania, the District of Columbia, Virginia, and Florida. Frost Law is the home of accomplished attorneys, certified public accountants and financial planners, and other legal, accounting, and financial professionals. Our core practice areas include civil and criminal tax controversy; tax planning for individuals and businesses; transactions involving business and general counsel services; commercial and probate litigation; estate and trust law, including planning and administration; and professional grievance investigations. We serve clients throughout the country and abroad, offering virtual services for clients who prefer to meet remotely. As cases do differ, past performance does not guarantee future results. Contact information:Name: Will CarrEmail: SOURCE: Frost Law View the original press release on ACCESS Newswire Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Hindustan Times
12-05-2025
- Business
- Hindustan Times
City colleges introduce financial planning courses in curriculum
MUMBAI: Recognising the need for structured education in financial planning, a number of educational institutions in Mumbai are stepping forward with specialised programmes that blend academic learning with practical, real-world financial expertise. From the upcoming academic year, institutions like Sydenham College, K J Somaiya Institute of Management and S P Jain School of Global Management will launch new courses in financial planning, wealth management and applied finance. These programmes aim to equip students not just with theoretical knowledge but with actionable skills and globally recognised certifications that can prepare them for careers in a rapidly evolving financial ecosystem. The rise of 'finfluencers'—social media personalities offering financial advice—has caught the attention of both the public and regulators. According to a recent study by the Certified Financial Analyst (CFA) Institute, nearly 82% of retail investors influenced by social media reported acting on the advice received, yet only 2% of content creators are registered with SEBI. This alarming gap underlines the risks involved when financial literacy is shaped by unverified sources. 'What stands out in this research is the potential for social media and finfluencers to democratise access to financial information,' said Arati Porwal, senior country head, India, of CFA Institute. 'However, with that potential comes the responsibility of ensuring that advice shared is transparent, accurate and ethical. Having spent years working to build trust between investors and finance professionals, this is a critical moment for collaboration between regulators, platforms and content creators.' To address this growing need, several professional bodies around the world have begun partnering with universities and traditional educational institutions to integrate their specialised courses into formal academic programmes. Sydenham's MSc in finance now integrates the globally recognised Certified Financial Planner (CFP) credential, with the Financial Planning Standards Board (FPSB) India as a knowledge partner. This full-time, two-year course, with access to internships, live projects and mentorship from industry leaders, opens the doors to careers in investment analysis, tax planning, corporate finance and more. K J Somaiya Institute of Management is also offering an executive PGDM in financial planning—a dual qualification course tailored for professionals with at least three years of experience in financial services. Participants will receive a postgraduate diploma from the institute along with the CFP certification. 'The Indian economy is projected to reach a GDP of $7 trillion by 2030, with the number of millionaires set to double by 2026,' said the institute's director Raman Ramachandran. 'This surge in wealth creation is driving a growing demand for skilled financial planners.' Krishan Mishra, CEO of FPSB India, said there was a pressing need to distinguish between genuine financial expertise and unregulated advice. 'This partnership represents a significant step in developing a workforce equipped with both the technical expertise and professional ethics required in today's financial services sector,' he said. Prof Rajanish K Kamat, vice-chancellor of Homi Bhabha State University, emphasised the value of empowering students with globally recognised credentials and future-focused skills. 'Financial planning education is essential for building a secure future and we will equip students with globally recognised skills through the CFP certification, preparing them to excel as ethical and skilled professionals in the evolving financial planning landscape,' he said. Meanwhile, the S P Jain School of Global Management is launching a 12-month Master of Applied Finance and Wealth Management (MFWM) programme, spanning Mumbai and Dubai. 'The finance industry is evolving rapidly, and professionals today need a unique blend of technical expertise, practical experience, and global exposure to stay ahead,' said the programme director Arindam Banerjee. Banerjee added that the curriculum would include the core principles of applied finance with in-depth training in wealth management, offering students a comprehensive understanding of client portfolio construction, risk and insurance advisory, tax planning, real estate and retirement strategies and financial engineering. The CFA Institute is also playing a growing role in shaping ethical investment education in India. Paul Moody, managing director of global partnerships at the institute, highlighted ongoing efforts to reduce costs and expand access. 'This is an international degree, and we're working to make it more affordable,' he said. 'We've recently reduced the cost of Level One and expanded scholarship options. We're also in talks with several universities for academic tie-ups.' Currently, 37 Indian institutions, including IIM Mumbai and IIM Nagpur, are affiliated to the CFA program.
Forbes
01-05-2025
- Business
- Forbes
Where Are You Getting Your Financial Advice?
The difference between finfluencers and a Certified Financial Planner® professional is that finfluencers are salespeople. The other day, I happened across a financial radio show while driving home from work. The caller was a young, intelligent woman who was trying to get out from under a crushing amount of debt that she and her husband had accumulated. The host asked if she'd completely lost her mind, then berated her for getting into such a situation and told her she deserved to be scared. This really upset me. Professional financial advisors would never respond this way. But hosts like this can get away with it because the people they're advising won't show up in their office next week. They don't have the day-to-day responsibility for their financial success. There's no accountability. It's strictly entertainment, and it's okay if someone gets shamed and yelled at. The king of yelling is on CNBC. Jim Cramer's rants are epic, and his show Mad Money features more shouting than a Liverpool-Manchester United soccer match. Every time I tune in, I'm half expecting him to drop dead of a heart attack. (By the way, I never ring a bell when I make a stock purchase or shout, 'Booyah!') In an interview with Jon Stewart in 2009, Cramer said this: 'I'm not Eric Sevareid. I'm not Edward R. Murrow. I'm a guy trying to do an entertainment show about business for people to watch.' I'd like to believe that people watch him primarily for entertainment, not financial advice, but I'm not so sure about that. These are just two examples. I could go on and on. No matter who it is, there's always some degree of yelling and an undercurrent of accusations such as 'You're dumb' or 'You don't know what you're doing.' If you watch or listen long enough, you start to believe that, and it gradually beats you down. Even worse, since there's no filter or fact-checking on social media, some influencers are supplying financial information or advice that's misleading or just plain wrong. In 2022, Kim Kardashian agreed to pay $1.26 million to the Securities and Exchange Commission (SEC) to settle a charge of unlawfully promoting EthereumMax, a crypto asset security, on her Instagram account. Her original post had included a link to a website that provided instructions for buying the tokens. Kardashian did not disclose she was being paid for the promotion. The number of fans who took Kardashian's advice and lost money in the volatile crypto market is unknown. But given how many women are getting Botox and butt lifts, I'm guessing it was quite a few. analyzed 350 videos from so-called 'finfluencers' (financial influencers) on social media and found that 74 percent contained 'poor, misleading, high risk, or potentially harmful' advice. The difference between these finfluencers and a Certified Financial Planner® professional like me is that finfluencers are salespeople. Whether they're pushing a specific financial product or their personal brand, your connection with them is purely transactional. You're a follower, a listener, and maybe even a buyer of whatever it is they're promoting. But even though it may feel like you have a relationship with them, you don't. They don't know you, and they don't care about you. So, how can their advice ever apply to you? It's like a doctor giving you a diagnosis without knowing your medical history and vitals. There is no stigma or shame if you're fifty-five and your 401(k) is underfunded or if you don't even know what a 401(k) is. Don't stand for being labeled as an 'unsuccessful' investor by the financial 'experts.' And never forget that their primary goal is to entertain and enrich themselves. Securities offered through Raymond James Financial Services, Inc., memberFINRA/SIPC. Investment advisory services are offered through Raymond JamesFinancial Services Advisors, Inc. Evans Wealth Strategies is not a registeredbroker/dealer and is independent of Raymond James Financial Services. Every investor's situation is unique, and you should consider your investmentgoals, risk tolerance and time horizon before making any investment. Prior tomaking an investment decision, please consult with your financial advisor aboutyour individual situation. You should discuss any tax or legal matters with theappropriate professional. The foregoing information has been obtained from sources considered to bereliable, but we do not guarantee that it is accurate or complete, it is not astatement of all available data necessary for making an investment decision, and itdoes not constitute a recommendation. Any opinions are those of Mary ClementsEvans and not necessarily those of Raymond James. Evans Wealth Strategies 1134 Pennsylvania Ave., Emmaus, PA 18049610-421-8664
