Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

Financial Planner 246

Financial Planner Fiduciary Duty CFP Accounting 246

Investing Caffeine

MARCH 25, 2025

Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). The severity of the organ shortage problem is clear-cut if you examine the numbers.

Investments 59

Investments Investing Fiduciary Duty Healthcare 59

Good Financial Cents

JUNE 11, 2023

Mint does a fantastic job of giving you numbers, but falls short on providing any financial insight. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. This is huge! And, that’s it.

Management 80

Management Investments Investing Accounting 80

Good Financial Cents

JANUARY 10, 2023

” With its easy-to-use interface and commission free trades, Robinhood has become one of the most popular stock trading apps in recent years. Robinhood is a stock brokerage that offers commission-free trading through its mobile app and website. Commission-free trading on certain stocks and ETFs.

Commission 52

Commission Fiduciary Duty Accounting Nonprofit 52

WiserAdvisor

AUGUST 18, 2023

Fee-only financial advisors Average cost: $200 to $400 an hour/ $1,000 to $3,000 per plan/ 1.18% to 0.59% of AUM Fee-only financial advisors are professionals who do not receive commissions from selling financial products. Instead, they charge fees directly to their clients for the services they provide.

Financial Advisor 52

Financial Advisor Commission Fee Only Financial Planning 52

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Park Place Financial

NOVEMBER 29, 2022

Securities and Exchange Commission. 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. registered branch address and phone number is included with the material. derivative.

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52