Compensation Planning, Insurance and Investment Planning

Weekend Reading For Financial Planners (Sept 24-25)

Nerd's Eye View

SEPTEMBER 23, 2022

A survey shows that more RIAs are outsourcing investment management, and that those who do are largely happy with the decision. From there, we have several articles on insurance and investment planning: Why the chair of the Senate Finance Committee has taken an interest in the private placement life insurance market.

Financial Planner

Financial Planner Compensation Planning Compliance Insurance

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

The broker-dealer and insurance industries are still built around being opaque. Insurance is opaque. For example, there is nothing that says that an insurance agent’s recommendations can’t be made in the best interests of clients. Consumer Federation of America The ambiguity and the lack of clarity is detrimental.

Financial Advisor

Financial Advisor Fiduciary Duty Insurance Financial Advice

Financial Advisor Source

Weekend Reading For Financial Planners (Sept 24-25)

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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