Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Walkner Condon Financial Advisors

MARCH 15, 2023

Bespoke Portfolios Not only can a portfolio be used to replicate a standard index, it also can be designed specifically for an investor and/or investment advisor to tilt the asset allocation to better match their needs. While expenses are important, sometimes recognizing higher fees could be in the client’s best interest.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Join our next Transparent Advisor virtual meetup. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Inside Information

SEPTEMBER 28, 2021

This second petition includes some draft language that the SEC could adopt, which spells out that a broker should be required to either register its reps with the SEC or stop calling those reps advisors, financial planners, wealth managers etc. Does any of this sound familiar about today’s marketplace?).

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “If

CFP 40

CFP Commission Education Investing 40

Sara Grillo

NOVEMBER 14, 2022

Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. With annuities now being able to be offered in 401k plans, the playing field has changed.

Insurance 59

Insurance Financial Advisor Retirement License 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Salaske: What is an investment advisor? Salaske: What is an investment advisor? Robert will be on the “for” team. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. You turned out to be the first dual economics financial management major at Quinnipiac. It’s so great to be here. RITHOLTZ: It’s great to have you.

Compliance 154

Compliance Wealth Management Clients Management 154