Philip Chao, CFP, AIFA
Principal and Founder
Chao & Co., Ltd.
Philip Chao, CFP, AIFA, founded Chao & Company Inc., Ltd., an independent SEC Registered Investment Advisor and an employee benefits consulting firm, in 1990. Based in Vienna, Va., the firm offers investment advice primarily to ERISA plan sponsors, corporate clients and non-profit organizations. Mr. Chao also serves as an independent trustee for health and welfare trusts. On a selective basis, Chao & Co. also offers investment advice and management to high net worth individuals and families.
Smith-Goldman: A Poignant Case Study on the Fiduciary Debate
By Philip Chao, CFP, AIFA | April 12, 2012
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
STP can be described as electronically capturing and processing transactions in one pass, from the point of first 'deal' to final settlement.
This complimentary report discusses those powerful benefits in detail along with a wide range of planning applications.
Almost one-third of financial firms are already using social media to collect client data. Read now to find out what that number will look...
Mar 21, 2017
Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.
Feb 07, 2017
The DOL fiduciary rule is quickly approaching the first compliance date, effective April 10th, with full implementation starting January 1, 2018. Is your business on...
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...