NAIFA Advisor Today
JANUARY 28, 2025
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.
Wealth Management
AUGUST 7, 2025
Evan Cooper August 7, 2025 5 Min Read Advice-Only Network founder Eric Simonson Given the centrality of advice in the work of financial advisors, it’s ironic how peripheral advice has been in the economics of advice providers. To put it in perspective, the average financial planner brings on maybe six or seven clients a year.
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Nerd's Eye View
DECEMBER 19, 2022
But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for "financial planner") being vacated… by the FPA. even as the CFP Board has announced its own Competency Standards Commission to raise their own standards regarding who can use the Certified Financial Planner title?
The Chicago Financial Planner
OCTOBER 21, 2021
The estimate was $190,000 in their 2005 survey. Check out my freelance financial writing services including my ghostwriting services for financial advisors. Please contact me with any thoughts or suggestions about anything you’ve read here at The Chicago Financial Planner.
AdvisorPR
SEPTEMBER 28, 2023
Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists.
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.
Inside Information
SEPTEMBER 28, 2021
This second petition includes some draft language that the SEC could adopt, which spells out that a broker should be required to either register its reps with the SEC or stop calling those reps advisors, financial planners, wealth managers etc. The point here is what’s in the middle.
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