Sara Grillo

MAY 24, 2024

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog.

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Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Truemind Capital

SEPTEMBER 10, 2019

Fiduciary duty should be on the top of the mind of any genuine adviser. The post Three Qualities of a Successful Investment Adviser appeared first on Investment Blog. Aligned Interest: The most important and unavoidable trait should be the complete absence of conflict of interest. ARRANGE CALL BACK.

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Investing Investments Asset Allocation Fiduciary Duty 52

Park Place Financial

JANUARY 9, 2023

Park Place Financial adheres to its fiduciary duty to put clients’ needs above our interests. RELATED BLOG POSTS. Our team of certified financial planners works collaboratively to help clients establish objectives and develop personalized financial plans designed to meet short and long-term goals. Related Posts.

Financial Planning 52

Financial Planning Taxes Planning Certified Financial Planner 52

Park Place Financial

NOVEMBER 29, 2022

Since we observe our fiduciary duty, you can trust you will receive the utmost transparency when you partner with our team. . RELATED BLOG POSTS. We work collaboratively, combining our various experiences and skill sets to make informed recommendations. registered branch address and phone number is included with the material.

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Retirement Planning Retirement Certified Financial Planner Planning 52

Park Place Financial

NOVEMBER 29, 2022

At Park Place Financial, we observe our fiduciary duty to always act in our client’s best interest, meaning you will receive the utmost transparency whenever you rely on us for financial. RELATED BLOG POSTS. Our team will analyze your financial situation and leverage data insights and. your goals while minimizing risk.

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Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

Park Place Financial

NOVEMBER 29, 2022

Our team utilizes financial strategies backed by hard-date and academically validated principles and adheres to our fiduciary duty in all dealings. RELATED BLOG POSTS. We have the knowledge and resources to guide clients through the entire estate planning process, from drafting wills to founding trusts. Additional disclosures.

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Estate Planning Economics Planning Financial Planner 52

Park Place Financial

SEPTEMBER 30, 2022

Park Place Financial observes its fiduciary duty to act in our client’s best interest, putting your needs above our profits. RELATED BLOG POSTS. Our financial retirement planners also collaborate to give you access to multiple perspectives and levels of expertise. . Related Posts.

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Retirement Retirement Planning Certified Financial Planner Fiduciary Duty 52

Inside Information

APRIL 28, 2022

Cutting right to the chase, the SEC staff says that investment advisors may only use the terms “fiduciary” and “fiduciary duty” on their disclosure form “to the extent permitted by the Form CRS instructions,” and then goes on to remind firms that “the relationship summary is designed to serve as disclosure, rather than marketing material.

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Compliance Fiduciary Duty Investment Advisor Financial Services 40

Walkner Condon Financial Advisors

APRIL 21, 2023

Additionally, CFP s must adhere to ethical and professional standards, including a fiduciary duty to act in the best interests of their clients. CFP s must also meet ongoing continuing education requirements to maintain their certification.

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International College of Financial Planning

AUGUST 31, 2023

Their fiduciary duty obliges them to always act in the best interests of their clients, minimizing potential conflicts of interest. Until not long ago, Sebi, the watchdog for markets, gave the nod to the CFP certification for the revered Registered Investment Advisor (RIA) role.)

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WiserAdvisor

AUGUST 8, 2022

For instance, you can hire a fiduciary. Fiduciary duty mandates the advisor to keep your interests ahead of theirs. The post 4 Financial Concerns High-Net-Worth Individuals Face first appeared on WiserAdvisor - Blog. However, while these concerns are all valid, there are turnarounds for them.

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WiserAdvisor

AUGUST 18, 2023

Moreover, fee-only advisors are often viewed as fiduciaries, which means they are legally obligated to act in their client’s best interests. A fee-only fiduciary financial advisor has a fiduciary duty to put the client’s needs first, ensuring you get the highest level of transparency.

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WiserAdvisor

JUNE 6, 2023

It is essential to appoint someone who will act in your best interests and fulfill their fiduciary duties towards your estate. The post Estate Planning Strategies For High-Net-Worth Individuals first appeared on WiserAdvisor - Blog.

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Estate Planning Planning Taxes Insurance 40

Sara Grillo

NOVEMBER 14, 2022

For those of you who are new to my blog, my name is Sara. Do advisors breach fiduciary duty when they fail to recommend annuities? Gary Mettler is the “ Annuity Maestro ” and author of “Always Keep Your Hands Up” – The Immediate Annuity Story. Scott Salaske , CEO of Firstmetric.

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Inside Information

SEPTEMBER 28, 2021

It says that the fiduciary duty covering investment advisors would apply to the entire advisor-client engagement, and arise as a matter of law whenever an investor gives an RIA his/her trust and confidence.

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Financial Planner Financial Planning Commission Sales 40

Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor.

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Insurance Clients Financial Advisor Math 59

Diamond Consultants

NOVEMBER 6, 2024

It is entirely legitimate, even vital to an advisor’s fiduciary duty to clients, for an advisor to explore their options and evaluate a future move. Most breaches, when they do occur, can be traced to the advisor’s own behavior and are completely avoidable.

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The Big Picture

MARCH 23, 2025

My Sunday morning look at incompetency, corruption and policy failures: ‘Shameful’: AARP’s partnership with healthcare giant faces backlash amid recent controversies : AARP has no fiduciary duty to seniors or retirees. They are up for sale to the highest bidder. RIP Kevin Drum).

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