NAIFA Advisor Today

DECEMBER 20, 2023

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Services 52

Financial Services Financial Planner Retirement Planning Financial Advice 52

BlueMind

FEBRUARY 15, 2023

However, financial advisors will find that special clients and their families are unanimous about their main concern: to have a financial plan in place that will provide support for the special needs person in the future. Related: How Financial Advisors Should Engage With Female Clientele?

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Inside Information

SEPTEMBER 28, 2021

The whole premise of the legislation that forms the foundation of the SEC’s regulation of the financial services marketplace is in direct agreement with the XYPN petitions.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

The Big Picture

APRIL 25, 2023

HAMBURGER: Somehow this deal that was concocted, you know, on the back of a cocktail napkin, you know, seemingly amongst four global titans, you know, of financial services. And this seems to be an agreement to — RITHOLTZ: Restrict competition in the space of providing financial advice. HAMBURGER: Absolutely.

Compliance 154

Compliance Clients Wealth Management Management 154

The Big Picture

MAY 16, 2023

RITHOLTZ: 2004, 2005. RITHOLTZ: 2005. So I was very heavy in financial services stock, which was a great lead gen engine. So to think that… RITHOLTZ: This is not financial advice, you can say it on the air. LINDZON: This is not financial advice. LINDZON: Yes. LINDZON: I hate CNBC. Not really.

Media 281

Media Investing Investments Valuation 281