Sara Grillo

MARCH 13, 2023

But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory. It may be time to rethink fundamental portfolio construction… Semi-transparent ETFs Geraci is not bullish at all on semi-transparent ETFs. The spot Bitcoin ETF – come out, come out wherever you are!

Financial Advisor 59

Financial Advisor Assets License Management 59

Zoe Financial

DECEMBER 20, 2022

Don’t be surprised if, in the near future, you can “drive” a car without a driver’s license. There are various risks and ethical considerations that come along with artificial intelligence. Does AI Pose a Threat? A study by Pew Research Center points out experts’ eagerness toward AI’s capability of amplifying human effectiveness.

Healthcare 40

Healthcare Financial Advisor Risk Tolerance Accounting 40

Midstream Marketing

NOVEMBER 6, 2024

Diversifying Your Portfolio Having different types of material is important. It will also help you grow steadily while staying true to ethical standards. Only give financial advice if you are licensed. Check the data to see what is working. Change your plan based on what you learn. This also helps protect your reputation.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Good Financial Cents

APRIL 10, 2023

While wealthy people may get where they are in a few different ways, many people become wealthy through: Starting a profitable business Investing in the stock market Building a real estate portfolio Some of the wealthiest people in the world also take all three of these steps plus several others on their way to riches. Ads by Money.

Accounting 110

Accounting Investing Investments Assets 110

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. If you didn’t want equity risk tied to your income, you would structure the portfolio for cash flow using fixed income, which has interest rate risk.

Insurance 59

Insurance Retirement License Financial Advisor 59

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Nerd's Eye View

JULY 22, 2022

Though in recognizing that the path toward regulation is likely to be a long one, as a starting point, the FPA has simply pledged to begin exploring how to pursue Title Protection, what kind of licensing or regulation it might entail, and whether it should be done at the state or Federal level.

Financial Planner 246

Financial Planner Financial Planning Ethics Retirement 246