WiserAdvisor

AUGUST 3, 2023

The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA). This fee structure is common in the financial advisory industry and varies based on the size of the client’s portfolio.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Sara Grillo

AUGUST 14, 2023

I am an irreverent and fun marketing consultant for financial advisors. Why is the fiduciary standard important in financial advice? The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. Commissions are opaque.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

International College of Financial Planning

AUGUST 2, 2021

The primary role of a financial advisor is to help clients with their financial goals based on their unique requirements and challenges. The ultimate desire for most Financial Advisors in India is to chalk out their path and work with their own set of clients. Three Must-Have Traits for Financial Advisor.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

JANUARY 9, 2023

As the move to transparency in financial planning takes hold, regulations are changing in Colorado and other states. Here’s the triumph of virtue that financial planning transparency will (FINALLY) bring to planners across the country and the benefits to clients that come along with it. Client advocacy.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor? Is it better to have a financial advisor or do it yourself? Do you need a financial advisor if you don’t have a lot of money?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Inside Information

SEPTEMBER 28, 2021

The petition notes that the SEC, in response to litigation from the Financial Planning Association back in 2005, had proposed to go further, and require anyone holding themselves out as a “financial planner” or providing “financial planning services,” or delivering a financial plan to their customers, be required to register as an RIA. .

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

APRIL 25, 2022

Guess what – you only need 50-70 good clients to make a business out of. It sounds kind of absurd but he’s now like 38 years old, he manages $120MM and 90% of his clients are bass fishermen. What research did you do, and what were the signs that it would be a good target market for a financial advisor? He’s “the person.”

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Inside Information

OCTOBER 30, 2021

B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member.

CFP 40

CFP Commission Education Investing 40

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may. The confusion is with the CFP.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? They’re not losing clients. RITHOLTZ: They’re afraid of getting billed. RITHOLTZ: Right?

Compliance 152

Compliance Wealth Management Clients Management 152