NAIFA Advisor Today

FEBRUARY 23, 2023

NAIFA and the National African American Insurance Association (NAAIA) As NAAIA is a NAIFA advocacy partner , NAIFA members can be proud of the progress of insurance and financial services companies with improved diversity, equity, and inclusion (DEI) efforts.

Ethics 52

Ethics Insurance Financial Services Financial Advisor 52

Sara Grillo

JUNE 24, 2024

The math behind Universal Life Insurance Interest Rates is a twisted web and most consumers are deceived. But before we get into it… 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.

Insurance 59

Insurance Math Financial Advice Compliance 59

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. Note: Envision Wealth Planning and James Brewer are featured in #7!*.

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Ethics Financial Advisor Financial Planning Clients 52

NAIFA Advisor Today

OCTOBER 6, 2023

This esteemed accolade recognizes outstanding dedication, leadership, and contributions to NAIFA-California and the broader insurance and financial services industry. Tom Michel has demonstrated exceptional commitment to advancing the mission and values of NAIFA-California throughout his distinguished career.

Ethics 52

Ethics Financial Services Insurance Clients 52

NAIFA Advisor Today

MAY 3, 2023

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers.

Ethics 52

Ethics Financial Services Insurance Numbers 52

International College of Financial Planning

APRIL 25, 2024

Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

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Certification CFP Certified Financial Planner Financial Planning 52

Sara Grillo

OCTOBER 31, 2022

Only certain types of financial professionals file a Form ADV. If the person is an insurance agent or solely a broker selling commission-based products, they will not have to file a Form ADV. Such folks will need to register with other entities, such as their state’s insurance commissioner or FINRA, respectively. Ethics matter.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Harness Wealth

MAY 25, 2023

Besides the fees paid by clients, fee-based advisors may also receive commissions on certain financial products they sell. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

MARCH 31, 2023

Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Park Place Financial

SEPTEMBER 8, 2022

Whether planning for retirement or evaluating different investment options, people seek the assistance of a personal financial advisor for many reasons. As valuable as professional financial services are, not every advisor is equipped to help every investor. Financial Advisor . Certified Financial Planner (CFP) .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Sara Grillo

AUGUST 25, 2023

Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. Note: Ryan holds both insurance and FINRA licenses.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

International College of Financial Planning

MAY 6, 2022

Jobs Opportunities for CFPs CFPs are in high demand in the financial planning industry. They can work as independent financial advisors, providing advice to individuals and businesses. They can also work for banks, insurance companies, and other financial institutions. What is the Scope of CFP in the Future?

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Sara Grillo

DECEMBER 22, 2023

Look for anything that shows high virtue or truthfulness such as being an expert witness that gives testimony in insurance fraud cases, having been a fraud investigator in a past role, etc. I have no formalized business relationship with any of the firms listed on these financial advisor lists. Sara G Sources Rostad, Knut. (9

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Brown Advisory

JULY 23, 2019

Buffett is still going strong, though he has prepared for his succession by naming Ajit Jain to oversee Berkshire’s insurance operations and Greg Abel to oversee the noninsurance businesses. The largest of Berkshire’s businesses is property and casualty insurance, with GEICO as the most recognizable brand among several insurance businesses.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett is still going strong, though he has prepared for his succession by naming Ajit Jain to oversee Berkshire’s insurance operations and Greg Abel to oversee the noninsurance businesses. The largest of Berkshire’s businesses is property and casualty insurance, with GEICO as the most recognizable brand among several insurance businesses.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

FEBRUARY 28, 2023

It’s been a lot of insurance and that sort of thing. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. My dad was a business person and had a tremendous work ethic. And so the — RITHOLTZ: Right. It’s been primarily pension, historically.

Clients 147

Clients Investing Investments Assets 147

Sara Grillo

JUNE 17, 2024

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Insurance companies make Bernie Madoff look like a petty thief. That’s financial devastation.

Insurance 59

Insurance Financial Advice Math Compliance 59

Sara Grillo

JUNE 12, 2023

Not the premium – but the actual costs of the insurance policy. When you pull back the curtain you see that insurance costs are often excessive – but the illustration will never tell you that! I am a CFA® charterholder and I used to be a financial advisor. Take a typical insurance illustration. So please subscribe!

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results. WEINSTEIN: My father ran a small insurance brokerage so he was an entrepreneur but small. You mentioned superstars before.

Management 147

Management Recruitment Numbers Banking 147

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80