Independent Advisor Blog

In the News

Certified Mutual Fund Specialist Program Institute of Business & Finance

Certified Mutual Fund Specialist Program Institute of Business & Finance

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated May 19, 2019

San Diego, CA, September 3, 2013 – The Institute of Business & Finance (IBF) recently awarded Tim Hayes with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred upon candidates who complete an 135+ hour educational program focusing on closed-end funds, mutual funds, ETFs, REITs, UITs and modern portfolio theory. Over $12 trillion is invested in mutual funds in the United States; half of all households own shares in at least one mutual fund.

Read More
Cambridge Investment Research’s DOL Response

Cambridge Investment Research’s DOL Response

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated May 19, 2019

You may have seen recent media coverage regarding a new fiduciary rule approved by the U.S. Department of Labor (DOL). This regulation will affect my business and the financial industry as we work under a new set of rules and disclosure requirements but it should not dramatically impact the most important thing to me, which is my relationship with you.

Read More
Financial Advisor Tim Hayes Believes The Department of Labor Got It Right

Financial Advisor Tim Hayes Believes The Department of Labor Got It Right

By: Tim Hayes Financial Advisor - posted in: In the News - Last updated May 20, 2019

By striking a balance between new protections for consumers with additional burdens on the financial services industry, Financial Advisor Tim Hayes believes the Department of Labor (DOL) hit a home run with their new retirement advice rule.

Read More

About Financial Advisor Tim Hayes

No cookie-cutter solutions

As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs. I use these and other products to build custom solutions for people, according to their individual needs and goals

Click to Call

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.