Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. Financial planning for smaller accounts: is it really possible?

Financial Planning 64

Financial Planning Accounting Planning Financial Advisor 64

WiserAdvisor

AUGUST 3, 2023

A financial advisor’s service is equally significant when assessing their value proposition. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. Hourly Fee Fee charged per hour of advice.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

JULY 22, 2022

There is a tendency to look at engaging the services of a financial advisor as an expense when it really is an investment for securing your financial future. How big your investment budget is also has a say in this decision. At this juncture, he may consult with financial experts in each field to make an informed decision.

Financial Advisor 105

Financial Advisor Portfolio Budgeting Investment Advisor 105

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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? I thought it was, no, you guys were pretty fair so I can — HAMBURGER: So — RITHOLTZ: But that is a legitimate concern, especially for a small firm that has a modest budget for legal.

Compliance 157

Compliance Clients Wealth Management Management 157