Ethics Investment Advisor Investment Planning Portfolio Management 
Sara Grillo
NOVEMBER 14, 2022
Salaske said there is a lot of deficiencies in getting to know the client and understand their needs, both on the part of advisors and also insurance professionals. Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc.
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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