Sara Grillo
OCTOBER 21, 2022
An RIA firm’s financial advisors must follow the fiduciary standard which is believed to be the highest standard of care in the industry. Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests.
Sara Grillo
SEPTEMBER 26, 2022
Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.
The Big Picture
APRIL 25, 2023
And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. RITHOLTZ: Right. My partner Josh calls this a prisoner exchange.
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