Good Financial Cents

APRIL 19, 2023

License Your Music 13. Advertise with Your Car 22. The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. Unlike other robo-advisors, with Betterment, you can talk to a human being if you want to.

Accounting 105

Accounting Investing Investments Media 105

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. It’s baffling to me because actually, the only people who can really do… [unintelligible] anyone can say they’re a financial planner? Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 152

Compliance Wealth Management Clients Management 152