eMoney Advisor

DECEMBER 15, 2022

In an era of uncertainty, the value Americans place on professional advice from a financial planner has increased. adults said their most trusted source of financial advice was a financial advisor. 1 Market volatility was found to be a major factor in spurring people to seek advice. Examining Median Pay.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. And I said, I really think that we would be able to do a great job for our RIA clients, for our wealth management clients, by having this consulting firm, and they rejected the idea. They’re almost a billion dollars in assets.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

MAY 16, 2023

Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. So the VCs were like, we got to go after the assets under management. Josh Brown is the partner at Ritholtz Wealth Management, but for you, I never would have met Josh. LINDZON: This is not financial advice.

Media 278

Media Investing Investments Valuation 278