WiserAdvisor

AUGUST 18, 2023

Knowing the types of financial advisors and their compensation models can empower you to select a professional whose approach aligns seamlessly with your financial goals, risk tolerance, and overall budget. This means their compensation is directly tied to the transactions they complete or the number of accounts they initiate.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Good Financial Cents

JUNE 11, 2023

Mint does a fantastic job of giving you numbers, but falls short on providing any financial insight. We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. Fiduciary duty means the party has a legal obligation to put your interests above their own.

Management 80

Management Investing Investments Wealth Management 80

Sara Grillo

JUNE 12, 2023

BARRY FLAGG OR STEVEN ZEIGER: All forms of insurance in last guarantee, so for instance, a whole life policy as a guaranteed premium, but the number of payments that are required are more often than not guaranteed, so while the maximum of the insurance company can charge per year is guaranteed. SARA GRILLO: I’m freaking believable.

Insurance 59

Insurance Clients Financial Advisor Math 59