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

The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas. You control it.

Investing 259

Investing Investments Numbers Banking 259

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. 2019, July 30). In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance. CFP® Professional Demographics.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Brown Advisory

JANUARY 1, 2023

We were excited when we got the opportunity to invest in Danish medical device manufacturer Coloplast in September, our first new health care company since 2019. Recently, Microsoft has seen the Federal Trade Commission (FTC) voice opposition to its pending $69bn acquisition of gaming company Activision Blizzard. in 2020 and 34.2%

Investing 52

Investing Investments Valuation Clients 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. I recall, so we looked in Florida in 2019 on the West Coast, and I didn’t know, did I want a house, did I want a condo? RITHOLTZ: It was great. MILLER: Of course. But this has been going on for quite a while.

Sales 130

Sales Numbers Taxes Marketing 130