Studio Soldi - Consulente Finanziario Indipendente

Studio Soldi - Consulente Finanziario Indipendente Informazioni di contatto, mappa e indicazioni stradali, modulo di contatto, orari di apertura, servizi, valutazioni, foto, video e annunci di Studio Soldi - Consulente Finanziario Indipendente, Consulente finanziario, Via Palio Dell'Oca 14, Cremona.

consulenza in materia di investimenti - analisi indipendente dei gestori e di singoli strumenti/prodotti finanziari - asset allocation - monitoraggio del portafoglio - pianificazione familiare - pianificazione previdenziale, assicurativa e successoria

26/06/2026

New from FPSB: Practice Guidance Note on the Use of Artificial Intelligence in Financial Planning

FPSB’s 2025 global research found that two in three financial planners report their firms are using AI or planning to do so in the next 12 months. As AI continues to revolutionize the practice of financial planning, FPSB has released new guidance to help financial planning professionals use AI responsibly while upholding their ethical and professional obligations.

This practice guidance note offers practical direction on how financial planners can use AI to support efficiency, insight and client service while reinforcing the importance of professional judgment, human oversight, transparency and confidentiality.

As AI adoption accelerates, trust, professional judgment and accountability remain essential.

Learn more: https://bit.ly/PGN-Use-of-AI-in-Finanacial-Planning

10/02/2026

The earlier young people learn about how to have thoughtful conversations around money and who to turn to when they have questions, the better they will understand their personal finances throughout their lives.

Join FPSB and its global network in celebrating Global Money Week (GMW) taking place 16-22 March. This year's GMW theme, "Smart Money Talks," encourages young people to speak up, share stories, and ask questions to gain the confidence and skills they need to manage money wisely and have conversations that can prevent mistakes.

Learn more at www.globalmoneyweek.org.

Indirizzo

Via Palio Dell'Oca 14
Cremona

Orario di apertura

Lunedì 09:00 - 18:00
Martedì 09:00 - 18:00
Mercoledì 09:00 - 18:00
Giovedì 09:00 - 18:00
Venerdì 09:00 - 18:00

Telefono

+393488081020

Sito Web

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