Inside Information

OCTOBER 29, 2023

I said that brokers and sales agents are essentially predators, wolves in sheep’s clothing, where the sheep are fiduciary advisors, and the clothing is, well, you know what it is: ‘fee-based’ and ‘best interest’ (instead of fee-only and fiduciary).

Sales 40

Sales Ethics Fee Only Financial Advice 40

Sara Grillo

JANUARY 9, 2023

There is an emphasis on logical and clear disclosure of services and their related fees. The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. What does that mean?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Clever Girl Finance

JULY 16, 2023

” There are some life situations when you should definitely seek professional guidance. Percentage-based fee or fee-only Some charge a percentage-based fee, which is a percentage of the amount you have invested. How to know Hiring a financial advisor can be costly. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Clever Girl Finance

JULY 16, 2023

” There are some life situations when you should definitely seek professional guidance. Percentage-based fee or fee-only Some charge a percentage-based fee, which is a percentage of the amount you have invested. How to know Hiring a financial advisor can be costly. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Financial Planning 52

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. Best Quotes About Wealth Be Ethical “All you have in business is your reputation. Is there anything better than that?

Accounting 110

Accounting Investing Investments Assets 110

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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59