Cornerstone Financial Advisory

NOVEMBER 20, 2023

Taxpayers are expected to report any income earned from hobbies, even if it’s not a licensed business. Tip adapted from SELF Magazine 8 A man tells you there are 12 seconds in a year. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Inside Information

MARCH 29, 2023

I wrote the very first tech survey when Barry Vinocur, then editor of Investment Advisor magazine, discovered that I was keeping a running spreadsheet of the various tech solutions in the 1990s—because so many people were asking me about this or that program.

Financial Planner 40

Financial Planner Medicine Financial Planning License 40

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Retirement Financial Advisor License 59

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. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59