Sara Grillo

JUNE 2, 2022

Financial advisor rankings, if they were better constructed, could potentially serve this purpose but the reality is these lists are not well-vetted, highly biased, and intended to placate the more popular and influential players within the industry rather than serve the consumer. Here is the Barron’s 2022 Top Advisor Rankings by State.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

JANUARY 9, 2023

The move to financial planning transparency is aflame! in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Colorado is a good place to begin when discussing the reform to financial planning regulations that is currently underway. November 2022.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

MARCH 13, 2023

But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory. Geraci is puzzled by the fact that in 2022, every single asset class other than commodities went down, and gold was only down by 2% yet there were not major inflows.

Financial Advisor 59

Financial Advisor Assets Management License 59

Sara Grillo

DECEMBER 12, 2022

The Transparent Advisor Movement’s mission is to promote ideals of clarity, modesty, integrity, dignity, and client advocacy in all aspects of financial advice, with a special focus on Advice Only, Flat Fee, and Hourly service models. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? How do you manage through volatility like we’ve seen in 2022? What’s it like in Spain?

Clients 162

Clients Investments Investing Management 162

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The industry is typically about the implementation aspect of financial advice not educating and empowering the client.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Sara Grillo

APRIL 11, 2022

And that’s why I’m writing this blog; because I feel that financial advice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). The beauty of his practice is that he can help people with low assets and it makes no difference to him financially.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

2022, August 1). Robert Wright, CFP® serves as a Financial Consultant with over 10 years of experience in the financial planning and services industry. Robert works directly with settlement planners and the families they work with to develop comprehensive financial plans. Public Disclosure Copy. City: Washington, DC.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. With 92,814 members, this is a very small percentage (CFP Board, 2022). Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. www.cfp.net.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MAY 16, 2023

Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. It was a rough 2022 for both stocks, bonds, and private. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice.

Media 290

Media Investing Investments Valuation 290