Ethics, Risk Management and White Paper - Financial Advisor Source

Should you die and go to hell before selling an annuity?

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

Insurance Retirement Financial Advisor License

Transcript: Brian Hurst, ClearAlpha

The Big Picture

JANUARY 14, 2025

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. So let’s talk about a white paper that you wrote titled The Evolution of Alpha. This is a white paper I wrote from my clear alpha C-I-O-C-E-O hat.

Management

Management Investing Investments Assets

Financial Advisor Source

Should you die and go to hell before selling an annuity?

Transcript: Brian Hurst, ClearAlpha

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