the-non-aum-clients-you-should-be-working-with Blog Related Topics 
Sara Grillo
AUGUST 14, 2023
For those of you who are new to my blog, my name is Sara. The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Does it matter if you are a fiduciary or not? It’s about how you behave and the operational standards you follow.
Sara Grillo
APRIL 11, 2022
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. For those of you who are new to my blog, my name is Sara. Please conduct your own diligence on any wealth manager you are considering hiring. So please subscribe!
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Sara Grillo
MAY 16, 2022
For many people, the high cost of financial advice makes it non-accessible. I’m pleased to present you with a list of low cost financial advisors! For those of you new to my blog, my name is Sara G. Tides are changing! Can I get a whoo hoo on that? Can I get a whoo hoo on that? Don’t be fooled! 375 start up.
Sara Grillo
NOVEMBER 14, 2022
For those of you who are new to my blog, my name is Sara. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Should advisors go to hell before selling an annuity? Have a listen and see what you think! Is selling annuities to them the answer? Let’s talk about it.
eMoney Advisor
MAY 9, 2023
In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. The question in my mind is always this: If this is so important, are you measuring it?
Steve Sanduski
JANUARY 9, 2023
John Christmas is Co-Head of Business Development and Investor Relations at HPS Investment Partners , a global investment firm with approximately $92 billion in AUM as of September 2022. “You can’t go to JP Morgan.” “‘That’s an investment we should push on to the end investors.’
Inside Information
JANUARY 31, 2022
I was talking with Knut Rostad, founder of the Institute for the Fiduciary Standard, about his recent conversations with people at the SEC. But the incentives built into these conflicts will ultimately pull down the quality of advice, in some cases to levels which are blatantly harmful to consumers.
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