eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Crypto in the News. Risks Associated with Crypto. Proceed with Knowledge.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Sara Grillo

DECEMBER 22, 2023

But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Read about the six core fiduciary duties. Institute for the Fiduciary Standard.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

WiserAdvisor

NOVEMBER 21, 2022

One only earns the title of a CFP after years of rigorously studying, completing multiple standardized tests, gathering years of experience in the industry, and having a strong grasp of ethics. In addition to knowledge and experience, another noteworthy benefit a CFP brings to the table is that of being a trusted fiduciary.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

NOVEMBER 14, 2022

Do advisors breach fiduciary duty when they fail to recommend annuities? Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators?

Insurance 59

Insurance Retirement Financial Advisor License 59