XY Planning Network

OCTOBER 10, 2022

When it comes to being a financial advisor and running your practice, you must wear multiple hats – finance, business development, portfolio management, client relations, marketing, accounting – the list goes on and on. Marketing is just one piece of the puzzle, but it’s an important one.

Marketing 95

Marketing Marketing Financial Advisor Portfolio Management 95

FMG

AUGUST 4, 2022

At the end of 2021, I “retired” after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation.

Financial Advisor 98

Financial Advisor Clients Media Retirement 98

The Big Picture

JANUARY 21, 2025

I mean, these sort of traditional brokers were much slower to adopt ETFs than, you know, fee only financial advisors. 01:04:39 [Speaker Changed] I think it was the Journal of Portfolio Management. I’m curious as to what you witnessed. 00:11:44 [Speaker Changed] So you’re right. That’s exactly right.

Investments 147

Investments Investing Management Retirement 147

Inside Information

DECEMBER 26, 2023

Their advice will become tremendously more valuable to their select client group than the retirement planning projections and portfolio management services that the profession has traditionally provided. This white paper is an echo of Hurley’s original forecasts.

Wealth Management 40

Wealth Management Clients Management Numbers 40

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. 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.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

APRIL 11, 2022

Yeah, I did that early in the 1990s, that I had some understanding of portfolio management after allows in the investment industry, it seemed to me I should have some understanding, and it was odd that the firm that I worked for torpedo didn’t require any training at all, except you know what they wanted you to have.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59