Tobias Financial
DECEMBER 22, 2023
Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Yesenia emphasized the fundamental differences in approach and ethos between advisors working within the brokerage industry and those operating under fiduciary standards.
Tobias Financial
DECEMBER 19, 2023
Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. Yesenia emphasized the fundamental differences in approach and ethos between advisors working within the brokerage industry and those operating under fiduciary standards.
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Sara Grillo
NOVEMBER 14, 2022
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). I am a CFA® charterholder and financial advisor marketing consultant. Let’s talk about it.
Walkner Condon Financial Advisors
FEBRUARY 6, 2024
This isn’t a retail investor problem, it’s a flaw in the human condition. But the key benefit of independent, fee-only financial advice just might be the objectivity of an experienced professional that has shepherded clients through different markets and understands the dangers of recency bias. The post Recency Bias!!!
The Big Picture
APRIL 25, 2023
RITHOLTZ: The Bureau of Business Prevention is how the retail brokers used to describe compliance. So where advisors are subject to a fiduciary obligation, which you know, that means they have to act in the best interests of their clients. And I would constantly hear them frustrated by the compliance department. RITHOLTZ: Right.
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