The Big Picture
MAY 13, 2025
My colleague Eric Unis wrote a column called the Vanguard Effect way back in 2016. So I read a crazy stat that in the state of Pennsylvania, if you are a certified financial planner, 93% odds that you work for Vanguard is, can that possibly be correct? And that’s, that’s really fascinating.
Ballast Advisors
SEPTEMBER 13, 2023
Suite 314-N Saint Paul, MN 55114 ballastadvisors.com James Heimler, CFP® Wealth Advisor James Heimler is a Certified Financial Planner (CFP®) with over 7 years of industry experience, having started in 2016. Tel:651.200.3104 jheimler@ballastadvisors.com 2550 University Ave W.,
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
eMoney Advisor
DECEMBER 15, 2022
The Financial Planning Workforce. To focus in on financial planners, we turn to the Certified Financial Planner Board of Standards’ statistics on its membership. It has awarded more than $1 million in scholarships since 2016, including 80 new scholarship awards in 2021.
AdvisorPR
SEPTEMBER 28, 2023
With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016. This automated media query platform has connected CFP® professional FPA members with over 7,300 media opportunities covering various financial planning and personal finance topics.
Sara Grillo
SEPTEMBER 26, 2022
You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. Certified Financial Planner Board of Standards, Inc. www.cfp.net.
Expert insights. Personalized for you.
Let's personalize your content