Investment Planning, Magazine and Portfolio Management

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

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Insurance

Insurance Retirement License Financial Advisor

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

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.

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)

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