Financial Market, Investment Planning and Manufacturing

Should you die and go to hell before selling an annuity?

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. 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. Are commissions bad?

Insurance

Insurance Financial Advisor Retirement License

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

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. Right, and I think that in part one, you had mentioned that there was specifically an advisor who got the CFP designation in order to do bad.

CFP

CFP Financial Advisor Financial Planner Ethics

Financial Advisor Source

Should you die and go to hell before selling an annuity?

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Webinars

Stay Connected