Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. If you’re going out for 20 year term, who cares what the commission is?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Envision Wealth Planning

MARCH 17, 2022

are paid through a commission. The individual or company is registered with either the Securities and Exchange Commission (SEC) or a state securities regulator. To find out if you are working with an actual investment adviser representative, go to the Securities Exchange Commission’s Investment Adviser Public Disclosure database.

Certified Financial Planner 52

Certified Financial Planner Investments Investing Financial Planner 52

Yardley Wealth Management

AUGUST 24, 2020

For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market. Born in the early 80s through the mid-90s, this generation can weather market volatility better than investors closer to retirement. There’s an old saying that time is money. 09% for ITOT and.03%

Investments 40

Investments Investing Wealth Management Estate Planning 40

ClearMoney

SEPTEMBER 24, 2021

The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income. Most people don’t have enough money saved to be able to live adequately in retirement without earning some kind of investment return. When it comes to personal goals, everything has a tradeoff.

Investments 52

Investments Investing Commission Financial Advisor 52

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. License Your Music 13. Most brokerages no longer charge trading commissions which is a huge saving for us! One solution would be to license your music. What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105

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. Banks & NBFCs. Brokerage Firms. Insurance Companies.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Sara Grillo

AUGUST 14, 2023

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. He has presented papers at conferences on topics such as investment fraud, risk management, and retirement planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Trade Brains

JUNE 9, 2023

IEX is licensed by the Central Electricity Regulatory Commission (CERC) for the trading of electricity, renewal energy certificates, and energy-saving certificates. The company has well over 7,300 participants located in every Indian state and 5 union territories. Stock P/E 47.6 ROCE 51.8 % ROE 39.4 % Face Value ₹ 1.00 Book Value ₹ 8.37

Certification 52

Certification Assets Sales Management 52

Midstream Marketing

FEBRUARY 13, 2021

This can include entrepreneurs, those that are concerned with estate planning or retirement and much, much more. Advisors on the XY Planning Network are listed by their specialty – so you can go directly after whoever your ideal customer actually is with minimal effort.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Sara Grillo

JUNE 20, 2022

It was a major advantage that they paid a base salary; albeit not a huge one it was still supportive of him feeling a bit more comfortable that working on straight commission. So Nathan pay is a retirement plan consultant, and he’s here today to talk about the experience of being an Edward Jones financial advisor.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Brown Advisory

JANUARY 1, 2023

These are the businesses in which we want to invest your savings (and ours) so that they can compound over time, ensuring your security in retirement and our opportunity to create value for you. We think the quality of the investments within the portfolio today is probably at its highest since launch back in early 2015.

Investments 52

Investments Investing Valuation Clients 52

Random Roger's Retirement Planning

NOVEMBER 13, 2023

A couple of interesting retirement planning items from my reading today. First are two articles about people's reluctance to start to spend down their retirement savings from Kitces and Morningstar , it is a difficult psychological pivot to go from accumulating to decumulating. Does this shed a different light on annuities?

Retirement 75

Retirement Retirement Planning Commission Medical 75

Sara Grillo

AUGUST 26, 2024

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. The retirement crisis in America is real.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

APRIL 10, 2023

Early on in his entrepreneurial journey, Scott saw firsthand the inherent flaws and conflicts of interest in the traditional sales and product driven approach, as several family members had lost a significant portion of their hard-earned life savings to high-cost, commission-based investment products and inappropriate advice.

Investments 52

Investments Investing CFP Financial Advisor 52

Good Financial Cents

OCTOBER 10, 2022

Let’s say you write a blog post about the best travel backpacks, and you fill it with links that earn you a commission when someone makes a purchase. Department of the Treasury, Series I Savings Bonds provide an excellent way to grow your savings or supplement your retirement income while protecting your assets from inflation.

Accounting 69

Accounting Investments Investing Certification 69

Trade Brains

SEPTEMBER 28, 2023

Here his luck turned again upon meeting Ram Ratan Soni , a government Stamp Vendor from Kolkata who hired Telgi to sell stamp papers for him, in return for commission. Where Scam Meets Strategy: Telgi’s Own Press In 1994, Telgi in connection with Soni acquired a license to become a legal Stamp Vendor.

Government 59

Government Taxes Numbers License 59

Clever Girl Finance

NOVEMBER 20, 2023

Rules about funeral costs Luckily, the Federal Trade Commission requires funeral homes, directors, and other industry members to follow strict pricing transparency rules. Generally, these assets include bank accounts, investment accounts, and retirement plans. The deceased’s estate will reimburse you later.

Certification 111

Certification Accounting Insurance Banking 111

The Better Letter

FEBRUARY 17, 2022

That reference grants me license to revisit this wonderful clip of Jon Stewart’s appearance on that now long-dead CNN show. Raising the retirement age, for example, results in people working longer. If you want to sell a lot more, you increase commissions. It isn’t hard to see who won. Or not happen.

Pharmaceutical 52

Pharmaceutical Government License Advertising 52

The Big Picture

JANUARY 24, 2023

So you sell a lot of houses and you get commission on what you sell. I will say when there were fewer firms, I was effectively — there had Ted and Nick Forstmann, Brian little had retired from the firm. RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate?

Investments 264

Investments Investing Numbers Banking 264

Sara Grillo

SEPTEMBER 26, 2022

Securities and Exchange Commission. Securities and Exchange Commission. In addition to his formal Education Robert Wright holds his FINRA Series 7 and 66 licenses, is a CERTIFIED FINANCIAL PLANNER Professional and holds Georgia Resident Life and Health Insurance. 2022, August 1). CFP® Professional Demographics. 2013, March).

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

SEPTEMBER 5, 2023

Listen, it’s always a good time to generate a commission if you’re a commission real estate agent. MILLER: Yeah, where there was like one month out of like the last 20 years that it wasn’t a good time to buy. RITHOLTZ: It was great. MILLER: Of course. Like you, she wasn’t afraid to call people out.

Sales 130

Sales Numbers Marketing Marketing 130

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

JUNE 20, 2023

And so I would see how the over-the-counter desk, over-the-counter stock desk would push stocks and encourage brokers to sell them, put a lot of commission in them, to move them because some big seller was coming into the market. So corporate pensions that gave a worker a reasonable shot at a prosperous retirement. RITHOLTZ: Right.

Insurance 148

Insurance Healthcare Retail Medicine 148