Sara Grillo

AUGUST 25, 2023

These are topics I’ve written about in the past: Here are some examples of things Ethical Financial Advisors do Direct indexing sucks Top advisor lists are bullcrap How to read an ADV #3 I can’t say it enough – you have to do your own research. Also, there is selection bias inherent in this list.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. Generative AI, like ChatGPT, is artificial intelligence that automates tasks and creates new content across languages and media. How Does This Align with My Financial Plan?

Portfolio 45

Portfolio Investing Investments Clients 45

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. Generative AI, like ChatGPT, is artificial intelligence that automates tasks and creates new content across languages and media. How Does This Align with My Financial Plan?

Portfolio 40

Portfolio Investing Investments Clients 40

Sara Grillo

NOVEMBER 14, 2022

And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. And if you are seeking marketing advice… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Do you have a burning opinion you’d like to share?

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

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CFP Financial Planner Ethics Financial Planning 80