Brown Advisory

JANUARY 1, 2023

in 2020 and 34.2% TJX Companies 8 In early 2020 when COVID-19 first shutdown Europe, we were somewhat caught out that TJX Companies (owners of TJ Maxx in the U.S. did not outperform in a downturn and discussed this in our 2020 Annual Review (link here). The Strategy generated a 17.0% net of fees return in 2021, 20.2%

Investing 52

Investing Investments Valuation Clients 52

Sara Grillo

JUNE 2, 2022

I have several issues with the methodology, namely: The advisor must have an “acceptable compliance record.” There are plenty of financial advisors with a long tenure in the business and spotless compliance records. ” Huh? When are we going to stop making excuses and let advisors wiggle out of their wrongdoings?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

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

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. MILLER: And so I took it as, you know, this was in the spring of 2020, I was thinking, boy, if all this is true, there’s going to be 11 people left in Manhattan by the fall, which of course was not the story.

Sales 130

Sales Numbers Taxes Marketing 130

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. 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. Certified Financial Planner Board of Standards, Inc. www.cfp.net.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59