Assets CFP Financial Consultant Investment Planning 
Sara Grillo
APRIL 10, 2023
There is no underlying asset that drives the value. Is crypto a good investment, or does it suck? It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. Maybe Stablecoins will develop.
WiserAdvisor
JUNE 2, 2023
Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets. They also enforce the fund’s investment strategies and, therefore, are responsible for the fund’s overall returns.
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Sara Grillo
DECEMBER 12, 2022
This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Matt Pruitt, CFP®, CFA®. Matt holds the CFP® and CFA® designations and lives in Minneapolis, MN with his wife and two young girls.
Sara Grillo
SEPTEMBER 26, 2022
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
Sara Grillo
SEPTEMBER 12, 2022
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?
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