Sara Grillo

MARCH 13, 2023

According to Bak, assets don’t care about the ethics of their investors. Nate is Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

Financial Advisor 59

Financial Advisor Assets Management License 59

The Big Picture

NOVEMBER 15, 2022

And if there’s like one person who I was, like, if I had a business decision, like career choice, ethical quandary, something like that, there’s no question he’d be the first person I’ll call. He was literally in college, got his guiding certificate in Maine, and we know what those guys are like, right?

Management 278

Management Assets Portfolio Marketing 278

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. When I started in 2013. I mean I, so I’ve been an Amazon member since I got a gift certificate from my college roommate. I mean, you know, it’s a tough world ethic. And these are not nice people.

Retail 130

Retail Advertising Taxes Numbers 130