Inside Information

FEBRUARY 1, 2024

Mutual fund companies, particularly those that paid commissions, would recommend their own products, and all of them recommended savings rates beyond what would actually be needed. All Merrill had asked for was that whatever portfolio the software recommended absolutely must include an allocation to one or more of Merrill’s in-house funds.

Financial Planner 40

Financial Planner Financial Planning Clients Planning 40

WiserAdvisor

AUGUST 18, 2023

Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products. Choosing a fee-only financial advisor offers several benefits.

Financial Advisor 52

Financial Advisor Commission Fee Only 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

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Nerd's Eye View

JANUARY 6, 2023

From there, we have several articles on retirement planning: Why an individual’s portfolio of relationships could be just as important as their investment portfolio when it comes to happiness in retirement. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Financial Planner 209

Financial Planner Retirement Planning Commission Retirement 209

Park Place Financial

NOVEMBER 29, 2022

Securities and Exchange Commission. Lower exchange risk: Incorporating structured products into your portfolio helps you. Our team will analyze your financial situation and leverage data insights and. expertise from our certified financial planner and other advisors. Structured. What Are Structured Products?

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

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. The commission is the commission. Doug Twiddy.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Scott has been serving families for 29 years in the financial services space. This is where the confusion comes in.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Harness Wealth

JUNE 1, 2023

Wealth managers and financial advisors offer a wide range of wealth management services designed to help clients achieve their financial goals. These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives.

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

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. Look into actively managed portfolios. In that case, I definitely would have a larger percentage of municipal bonds, the tax-free kind, in my portfolio.

Investing 110

Investing Investments Marketing Marketing 110

Sara Grillo

APRIL 10, 2023

” -Scott Salaske Salaske says that it would be have to have a growth driver or utility, or else it would be like picking up a rock and putting it into your portfolio. What we’ve seen in 2022 is that there were a number of hacks. That’s it.” Giles: Banks do have to follow rules and regulations.

Investing 52

Investing Investments CFP Financial Advisor 52

Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. One popular method for that is the pledged asset line.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. But yeah, I was making commission at that point in time. So when I was a salesperson at Business week, I sold more ads than anybody, and I made $2 million commission when I was 29 years old. And so the magic number was $388 a month.

Startup 140

Startup Advertising Engineering Numbers 140

Good Financial Cents

APRIL 14, 2023

In my case, it was my experience as a financial planner. Earning potential: Depending on how quickly you’re able to find new clients and develop a working portfolio, your potential earnings could easily top the $1,000 mark designated on this post. One of the things I’ve always liked about blogging is flexibility.

Communication 91

Communication Investing Investments Accounting 91

Sara Grillo

SEPTEMBER 12, 2022

In our debate we will discuss the following questions: The CFP Board harms consumer through its multi-million dollar ad campaigns by suggesting that CFPs are more ethical than non-CFP financial planners and by suggesting that its member standards are higher than those of regulatory agencies. Source: SEC. Source: CFP Board.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

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

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Robo-advisors, in particular, have democratized investment management.

Investing 94

Investing Investments Commission Risk Tolerance 94

Inside Information

SEPTEMBER 26, 2022

Some of the earliest advisory firms to build equity value that could be transferred or sold were those who gave up commissions when those around them were raking them in. A reasonable extrapolation would see at least equal numbers of women and men in the profession in the not-too-distant future. But where will that lead the profession?

Clients 40

Clients Sales Management Taxes 40

Good Financial Cents

APRIL 19, 2023

Earn Passive Income in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency > Skip to the Passive Income Ideas What is Passive Income? The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

Accounting 105

Accounting Investing Investments Media 105