Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it.

Management 80

Management Investing Investments Accounting 80

The Big Picture

SEPTEMBER 3, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we really think that it creates alignment to have our portfolio managers meaningfully owning shares of the funds that they manage.

Investing 147

Investing Investments Valuation Management 147

Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. I’m really grateful to all the advisors who were so generous to participate in my study.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Brown Advisory

SEPTEMBER 3, 2015

The island’s economy has shrunk for nearly a decade and will probably contract by more than 1% during fiscal year 2015, according to a June report commissioned by Puerto Rico and co-written by Anne Krueger, a former first deputy managing director of the International Monetary Fund. By Paul Chew, CFA, Head of Investments.

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Transportation Economy Government Asset Allocation 52

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. There are no annual or monthly management fees. Robinhood Android user rating: 4.0/5

Accounting 69

Accounting eCommerce Economy Investing 69

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. Build your portfolio alongside over a million other community members. Download Now Offer valid for U.S. See Public.com/disclosures.

Investing 110

Investing Investments Marketing Marketing 110

Sara Grillo

APRIL 11, 2022

Saving investors from the “Humpty Dumpty portfolio” Rick has delivered a high value service to investors by decluttering the “Humpty Dumpty portfolios” made by other advisors creating “complexity for the sake of job security.” I was managing their money in. CFA designation, correct.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52