Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. If you’re going out for 20 year term, who cares what the commission is?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. Oil prices go up or down, you know, fashion retail goes in and out, unlike for example, selling an ingredient for pharmaceuticals, where they need the ingredient and you’re inspected by the FDA. But when you’re in private equity, you own the business.

Investing 257

Investing Investments Numbers Banking 257

Brown Advisory

JANUARY 1, 2023

wealth management (Charles Schwab), Indian retail banking (HDFC) and global payment networks (Visa and Mastercard). Recently, Microsoft has seen the Federal Trade Commission (FTC) voice opposition to its pending $69bn acquisition of gaming company Activision Blizzard. and TK Maxx in the U.K.)

Investing 52

Investing Investments Valuation Clients 52

Sara Grillo

SEPTEMBER 12, 2022

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. MILLER: And my wife always kids me about being overly eager to pay full retail. MILLER: Yeah, where there was like one month out of like the last 20 years that it wasn’t a good time to buy. RITHOLTZ: It was great.

Sales 130

Sales Numbers Taxes Marketing 130