Remove Fee Only Remove Presentation Remove Wealth Management
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3 Things You Don’t Know About Josh

The Big Picture

From “ The Relentless Bid ” comes the first explanation that resonates as to how and why the market’s character changed so much in the 2010s: “Morgan Stanley wealth management took in a massive $51.9 Not only are his decks hilarious, but you will leave so much more informed about this industry than you can imagine.

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Flat fee advisor list by state

Sara Grillo

Oregon Andrew Gray www.graywealthstrategies.com Flat Fee only (ongoing and one time plan) specializing in retirees and those approaching retirement. Corey Beal Home Pennsylvania Bill Hines www.emancipare.com We are advice-only, flat-fee, fee-only, transparent, holistic, inexpensive, and most importantly, altruistic and honest!

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Financial Planning for Women: Tips and Challenges

Your Richest Life

However, about 58 percent of women still leave the major financial decisions up to their male partners, according to a study from UBS Global Wealth Management. Knowing the facts will help you present your case. If you do assume some or full control of the finances, make sure you’re still keeping your partner in the loop.

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The Rise of Direct Indexing

Walkner Condon Financial Advisors

Listen Now: Past, Present, & Future of Investing In Taxable Accounts Clint & Keith discuss investing in taxable accounts. As a wealth manager, part of our fiduciary responsibility is to select investments that potentially could provide for better after-tax returns. to get the same exposure.

Taxes 52
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Financial planning transparency is FINALLY upon us (whoo hooo!!!!!!!!!!!!)

Sara Grillo

Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Executing outreach to college students to encourage them to avoid predatory wirehouse and insurance training programs and pursue fee-only paraplanning jobs instead. Will advisors have to provide 200 page reports?

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest. Commissions are opaque.

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Advice-only financial planners are stealing the show!

Sara Grillo

What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. SARA GRILLO, CFA: But this is what you call advice only. So please subscribe! What the heck is going on?