Ballast Advisors

JUNE 30, 2023

It’s also possible that obsolete jobs will be replaced with different types of work, similar to the way agricultural workers shifted into manufacturing and other new industries in the past. Ballast Advisors, LLC is a registered investment advisor under the Investment Advisers Act of 1940, as amended.

Communication 40

Communication Economics Taxes License 40

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Scott Salaske , CEO of Firstmetric.

Insurance 59

Insurance Financial Advisor Retirement License 59

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Bear case: Inflation is still high, leading indicators are signaling recession, manufacturing activity and housing market have slowed significantly. If the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59