Sara Grillo

OCTOBER 21, 2022

An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Financial Advisor FAQs 1.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. There is an emphasis on logical and clear disclosure of services and their related fees. Client advocacy. What does that mean?

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

International College of Financial Planning

SEPTEMBER 3, 2021

The proof can be in the form of an educational certificate or a professional license or any other document that will provide the best evidence of your identity. Check the planner’s credentials and ask them some new trends about the financial markets. In the field of financial advice, a value proposition can be clearly identified.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Inside Information

SEPTEMBER 28, 2021

The whole premise of the legislation that forms the foundation of the SEC’s regulation of the financial services marketplace is in direct agreement with the XYPN petitions.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

In Rostad’s view, this is the very disclosure document that could be eliminating investor confusion about the different business models and agendas. “If Yes,” says Rostad. “As I look across the investment advisory world, I don’t see much evidence of individuals remembering that fiduciary is a core differentiator in financial advice.

CFP 40

CFP Commission Education Investments 40