Accounting Commission Financial Consultant 
WiserAdvisor
JUNE 2, 2023
There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Securities and Exchange Commission (SEC) if they manage $100 million or more in assets.
International College of Financial Planning
AUGUST 2, 2021
The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Accounting & Tax Planning Firms. Banks & NBFCs.
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Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! In the absence of a securities account, what value do you provide to your clients? A critical question in the debate of financial advisor vs. broker is what is value? – Matt Pruitt. Doug Twiddy.
Sara Grillo
APRIL 10, 2023
If you have the wrong political views, access to your bank account could be at risk. 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. It’s outlived its usefulness. That’s crazy.
The Big Picture
JUNE 11, 2024
They are Fidelity, they’ve still got the same account number. They still got their website, they still got their financial consultant in the branch. They just have an advisor advising them on the account. They have, they’re duly registered and they’re, they’re making money on commission.
Sara Grillo
SEPTEMBER 26, 2022
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.
Sara Grillo
SEPTEMBER 12, 2022
The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Their wording is “material conflicts of interest in general” vs the SEC’s standard that financial planners must disclose “all material facts.”.
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