This broker vs. financial advisor debate got ABSOLUTELY crazy!
This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more!
This debate went psycho at times. Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more!
Given the sorry state of Americaโs finances, how are average households going to address income “sustainability” over 3+ decades? Is selling annuities to them the
Here is a template and some model text for a flat fee advisor website. Please note: Before we get into it, Iโm assuming youโre visiting
In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information
For those looking to crack in and get a job at an RIA firm and become a financial advisor โ good news! There are better
In this podcast I talk with Bob Veres about the future of the industry, and specifically, financial advisor fees. We talk about what the value
In Part Two of our two part series on the CFP Board, the heated debate continues. Weโll discuss these questions: The CFP Board has specifically
The Transparent Advisor Movementโs mission is to further the ideals of: Honesty Integrity, Humility, Fairness, Logic, and Advocacy in all aspects of financial advice, with
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not.
In this savage, take-no-prisoners debate, Igor Smolyanskiy, Michael Kotarinos, Scott Salaske and I debate whether or not direct indexing is worth it. Pull up a