Sara Grillo

NOVEMBER 14, 2022

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. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

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

The Big Picture

APRIL 8, 2024

You know, he went from the cover of Time Magazine to not being with us anymore. He helps portfolio managers make sense of the world. My first job was working for Professor Otto Eckstein, who was council Economic Advisors cover of Time Magazine. But he was a phenomenal person. And he had this game plan. On the ball, right.

Economy 147

Economy Clients Banking Economics 147