Financial Market Investment Advisor Risk Management Valuation 
Sara Grillo
NOVEMBER 14, 2022
Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. 2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors?
The Big Picture
DECEMBER 6, 2022
First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the U.S. And I think that the financial advisors are used, but not as widely used as they are in the U.S. What’s the finance industry like in Spain? BERRUGA: It’s fundamentally different.
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