Midstream Marketing

OCTOBER 31, 2024

They know that their marketing strategies work well and they follow important ethical and legal rules. They help financial institutions feel secure by focusing on risk management. They read industry magazines, go to conferences, and join development programs. They have a variety of financial products and services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Indigo Marketing Agency

DECEMBER 19, 2022

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5 She was also named a Top 10 Financial Advisor by Investopedia.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Big Picture

JANUARY 9, 2024

It was derivatives math, it was like working with the traders on like risk management. You were saying that you had a code of ethics, but then your CEO was sexually harassing people. And so the idea of writing this, this magazine piece was partly like, selfishly for me. It was put out by like n plus one, the magazine.

Retail 130

Retail Banking Math Management 130

Sara Grillo

NOVEMBER 14, 2022

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. They told him to read the FAQs (lol)!

Insurance 59

Insurance Retirement Financial Advisor License 59