Remove Certification Remove Financial Consultant Remove Financial Market Remove Investment Planning
article thumbnail

Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Wright: So if gold is something a client could be invested in and potentially suitably recommended by an advisor, what is the argument against Bitcoin? Wright argues that we could diminish any asset that way, even stock certificates. It is what one person determines with another person engaging in a market.

article thumbnail

Should you cancel your CFP designation?

Sara Grillo

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. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 80