2022 Ethics Financial Advice 
Nerd's Eye View
JULY 17, 2023
has increasingly made financial services products available directly to consumers, financial advisors have focused more and more on the business of financial advice itself. But as technology (in particular, the internet!)
Nerd's Eye View
DECEMBER 11, 2023
For most financial advisors, 2023 was a year of rebound and reinvestment, as markets bounced back from the turbulence of 2022, and expanded profit margins allowed advisory firms room to reinvest back into the services and value they're providing clients to make sure their retention stays strong in the future.
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eMoney Advisor
DECEMBER 20, 2022
A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” Those seeking professional advice may do so by consulting with a professional advisor.
Sara Grillo
JUNE 24, 2024
But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Money market rates crashed to zero (0%) in 2022 due to Covid-19. Don’t be fooled!
Sara Grillo
NOVEMBER 8, 2022
Before we get into it, I’m assuming you’re visiting this page because you are a flat fee financial advisor. Because transparency in financial advice is awesome! Please view my Code of Ethics here (insert hyperlink). Our scheduled meetups are here: November 9th, 2022. December 14th, 2022. Business owner.
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.
Indigo Marketing Agency
DECEMBER 19, 2022
Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. In 2022, she was recognized for her efforts with the American College Women Working in Wealth Award. Together with Rianka R. Larry Fink.
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