Harness Wealth

JUNE 1, 2023

International Longevity Centre-UK (ILC-UK): The Value of Financial Advice The International Longevity Centre-UK conducted a study aimed at understanding the long-term effect of financial advice on wealth accumulation. Harness Wealth Advisers LLC solely acts as a paid promoter for unaffiliated registered investment advisers.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Sara Grillo

APRIL 21, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. So please subscribe!

Ethics 52

Ethics Financial Advisor Clients Management 52

Envision Wealth Planning

MAY 23, 2022

In one case, Investopedia named an advisor to one of the “top lists” who was banned for her non-disclosure of commissions earned in a Ponzi scheme. People at this stage of wealth accumulation are particularly vulnerable, and unfortunately, it is these types of folks who are preyed upon by product-pushing salespeople.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52