Financial Market Financial Services Insurance Investment Planning 
International College of Financial Planning
APRIL 25, 2024
Achieving the status of Certified Financial Planner® (CFP®) represents a significant professional milestone in financial services. What Is a Certified Financial Planner®? A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
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Sara Grillo
AUGUST 14, 2023
The broker-dealer and insurance industries are still built around being opaque. Insurance is opaque. Clients needs to know what kind of bias is acting upon the services they are getting. .” Not being a fiduciary financial advisor doesn’t mean you aren’t a good advisor. Commissions are opaque. Not necessarily.
Sara Grillo
DECEMBER 12, 2022
” Is it just the fees that are directly debited out of an account, or is the cost of a product (such as an insurance product) relevant? The agents made the point that it’s strange to see clients losing money to fees and also losing money to the market. Insurance does not include the price that the client pays for the service.
Sara Grillo
APRIL 10, 2023
It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. In 2019, the American College of Financial Services named Josh as one of five NextGen Financial Services Professionals of the Year. Lee holds a Ph.D.
Sara Grillo
OCTOBER 31, 2022
Only certain types of financial professionals file a Form ADV. If the person is an insurance agent or solely a broker selling commission-based products, they will not have to file a Form ADV. Such folks will need to register with other entities, such as their state’s insurance commissioner or FINRA, respectively.
Sara Grillo
SEPTEMBER 12, 2022
The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions. Source: SEC. Source: CFP Board.
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