On 19 December 2022, the European Commission launched infringement proceedings against Hungary (Case C‑769/22), alleging, among other things, a direct violation of Article 2 TEU. This sparked debate over whether the ECJ might develop its case law to allow Article 2 TEU to serve as an independent legal basis, even without a connection to specific … Read more
Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Peter Krull. Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. What’s unique about … Read more
In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more