Economics Ethics Investment Advisor Sales 
Cornerstone Financial Advisory
APRIL 22, 2024
A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% 6 This Week: Key Economic Data Tuesday: PMI Composite. New Home Sales. Pending Home Sales. Jobless Claims. Consumer Sentiment.
International College of Financial Planning
JULY 10, 2023
How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.
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Cornerstone Financial Advisory
APRIL 10, 2023
Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Friday: Retail Sales. Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. FOMC Minutes.
Inside Information
JULY 31, 2022
Yes, there are regulatory requirements to register as an investment advisor. Currently there are no minimum standards for competency or ethics for those professing to be financial planners. Even financial planners were leery of letting another FINRA loose on the American economic landscape. So what will this look like?
Indigo Marketing Agency
DECEMBER 19, 2022
She’s a marketing queen who’s passionate about helping financial advisors switch their digital marketing mindset from an “outbound cold sales” to a “warm inbound” approach. Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. She was also named a Top 10 Financial Advisor by Investopedia.
Sara Grillo
NOVEMBER 14, 2022
Salaske says he has a big problem with insurance and annuity sales when large RIA firms will claim not to sell insurance or sell annuities, and then in their 50 page ADV you see that their independent representatives will sell insurance in their individual capacities (whatever that means!). He does not think it will be in his lifetime. #2
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. Salaske: Right, now. You don’t know that right now, what they’re doing basically… We don’t know what their process is.
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