Certification Clients Executive Compensation Financial Services 
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. Salaske says that having the CFP designation was never a requirement in anything he did to advise clients. He says it also benefits clients. Are they getting a raw deal?
The Big Picture
APRIL 11, 2023
So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? You lose $50.
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