ClearMoney

DECEMBER 5, 2021

The financial services industry has a long tradition of innovation, and cryptocurrency and the technology surrounding it may someday prove to be a historic breakthrough. Gox Bitcoin Customers Could Lose Again,” Reuters, November 16, 2017. For those who enjoy the thrill of speculation, trading bitcoin may hold appeal.

Commission 52

Commission Retail Distribution Sales 52

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Sara Grillo

APRIL 10, 2023

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

Investing 52

Investing Investments CFP Financial Advisor 52

Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. Zerodha Brokerage Charges Zerodha offers trading services to buy and sell stocks, futures & options in equities, commodities, and currency segment. .

Investing 98

Investing Investments Accounting Education 98

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Clients needs to know what kind of bias is acting upon the services they are getting. This is where the confusion comes in.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. RITHOLTZ: It was great. MILLER: Of course. Like you, she wasn’t afraid to call people out.

Sales 130

Sales Numbers Taxes Marketing 130