Sara Grillo

MARCH 13, 2023

According to Bak, assets don’t care about the ethics of their investors. The worst part is that their wealth management clients’ portfolios will be stuffed with this crap. Iran and Russia are working together to create a Stablecoin backed by physical gold. The spot Bitcoin ETF – come out, come out wherever you are!

Financial Advisor 59

Financial Advisor Assets License Management 59

The Big Picture

NOVEMBER 15, 2022

They had the vision there that, oh, no, this is where all of wealth management is going to head, and built a business which eventually through, you know, acquiring the right names and URLs became ETF.com. He was a biotech analyst when I was running money. He and I just have stayed incredibly close over the years.

Management 273

Management Assets Portfolio Marketing 273

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards. Robert will be on the “for” team.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 2, 2023

I was working at UBS in wealth management. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all. But there were a lot of other purveyors of watches that really were not super, super ethical folks.

Retail 167

Retail Insurance Numbers Advertising 167