Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. Fee-only advisors are bound to the fiduciary standard.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Inside Information

DECEMBER 26, 2023

Now there’s a new white paper that predicts ‘The next phase of the evolution of the wealth management industry,’ called ‘Welcome to the Jungle.’ Going forward,” the paper concludes, “wealth management will look much more like a jungle than a club.” Conclusions? This profession-wide complacency is due for a rude awakening.

Wealth Management 40

Wealth Management Clients Management Numbers 40

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

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. And I said, I really think that we would be able to do a great job for our RIA clients, for our wealth management clients, by having this consulting firm, and they rejected the idea. It’s so great to be here. We retained your firm.

Compliance 157

Compliance Clients Wealth Management Management 157