Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. Now, full disclosure, Ritholtz Wealth Management has been around a decade. And I would constantly hear them frustrated by the compliance department. We retained your firm.

Compliance 152

Compliance Wealth Management Clients Management 152

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Robert will be on the “for” team. Scott Salaske of Firstmetric.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59