Sara Grillo
APRIL 10, 2023
Today we’re gonna WAKA WAKA BREAK IT DOWN to the question, “Is crypto a good investment or is it as valueless as a rock?” I am a CFA® charterholder and I used to be a financial advisor. Is crypto a good investment, or does it suck? Wright: We should separate custody from the ability to provide investment advice on those assets.
Trade Brains
JULY 28, 2023
With over 5 decades of experience in financial services, it has a significant market share of 60,000 plus clients as per the CDSL reports. The company offers financial and investment services such as equity, Mutual Funds, IPOs, Currency, and futures & Options (F&O), etc. Crs respectively from FY22 to FY23.
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WiserAdvisor
DECEMBER 1, 2023
It can also help them identify opportunities to save and invest wisely to grow their wealth over time. Through the guidance of a financial advisor, physicians can help ensure that their hard-earned income is not only preserved but also effectively used to enhance their financial independence.
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I don’t care what that sales rep is making. As a CFA (Chartered Financial Analyst), he is proficient in creating and managing portfolios. The commission is the commission.
Trade Brains
AUGUST 15, 2023
Cr Offer for Sale (OFS) ₹61.75 Cr Offer for Sale (OFS) ₹61.75 Orders issued in such procedures that are detrimental to its interests may harm its reputation and standing, as well as have an adverse effect on its operations. Pyramid Technoplast IPO – Key IPO Information Particulars Details IPO Size ₹153.05 Cr Fresh Issue ₹91.30
Sara Grillo
SEPTEMBER 12, 2022
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR and Wright agree that the CFP Board could impose fiduciary standards on the sale of non-variable insurance products. See you in the next one!
Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
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