Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! And, if so, what fees are included in the definition of “all the fees.” If you’re going out for 20 year term, who cares what the commission is? Is that a fee? – Matt Pruitt.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do? Financial Advisors wear different hats depending upon the industry they are in. Opportunities and Challenges.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

JANUARY 9, 2023

We’ll cover: What does it mean for financial planning to be transparent? What are the changes in Colorado investment advisor regulations regarding financial planning? What is happening in other states regarding reform of financial planning regulation, and why we expect these changes to become more widespread.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Inside Information

OCTOBER 30, 2021

The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.

CFP 40

CFP Commission Investing Investments 40

Envision Wealth Planning

MARCH 17, 2022

are paid through a commission. Who is a Fiduciary Investment Adviser Representative? By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. However, the Financial Industry Regulatory Authority does not endorse any designation.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

If you need a more formal definition, IRS Pub 925 has you covered. The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. Unlike other robo-advisors, with Betterment, you can talk to a human being if you want to.

Accounting 105

Accounting Investing Investments Media 105