Remove Ethics Remove Magazine Remove Retirement
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

He also hosts the Stay Wealthy Retirement Show , which has been ranked on Forbes Top 10 Retirement Podcasts. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Learn more about Grace on LinkedIn.

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We’ve Been Featured In The Investments & Wealth Monitor!

Indigo Marketing Agency

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute.

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Transcript: Ramit Sethi

The Big Picture

So, I was sitting there reading Industry Standard, remember that magazine? And I was learning about money, reading all the books, all the magazines, watching the shows, and I was also studying social psychology. RITHOLTZ: if you’re one latte away from your retirement being messed up you got bigger … SETHI: Bigger problems.

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Transcript: Eric Balchunas

The Big Picture

BALCHUNAS: I went to the Institutional Investor Magazine Newsletter division. So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. RITHOLTZ: … stumbles across a magazine. Time Magazine, cover Conrad Hilton. RITHOLTZ: You made my retirement ….

Assets 173
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Should you die and go to hell before selling an annuity?

Sara Grillo

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). Harmonizing the two sides to solve the American retirement crisis. Let’s talk about it.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59
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Transcript: Ed Hyman

The Big Picture

You know, he went from the cover of Time Magazine to not being with us anymore. 00:19:54 [Speaker Changed] So you retired if it’s not working and you move on to the next that. My first job was working for Professor Otto Eckstein, who was council Economic Advisors cover of Time Magazine. But he was a phenomenal person.

Economy 147