Remove Ethics Remove Portfolio Management Remove White Paper
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Should you die and go to hell before selling an annuity?

Sara Grillo

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

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Transcript: Brian Hurst, ClearAlpha

The Big Picture

You were a portfolio manager, researcher head of trading, and apparently tech geek putting machines together. They publish a lot of white papers, they do a lot of research, they have very specific opinions on different topics that seem to come up in the world of finance. The firm seems very, I I almost wanna say academic.