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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice. Benefits of working with an independent fiduciary advisor Independence is important when seeking financial advice.

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Key Trends and Concerns for Investors in 2025

WiserAdvisor

In 2025, you can expect to see smarter, faster, and more personalized investment platforms that use AI to tailor financial advice and automate strategies for investors. Securities and Exchange Commission (SEC) made a historic move by approving several spot Bitcoin ETFs. In January 2024, the U.S.

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Weekend Reading For Financial Planners (December 7–8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler.

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Weekend Reading For Financial Planners (March 25-26)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the CFP Board of Standards launched its 1st ad campaign, dubbed "It’s Gotta Be A CFP", following its transition to a 501(c)(6) organization. Read More.

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Unlocking Accessible Financial Advice The Garrett Planning Network Advantage

MainStreet Financial Planning

Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients. No Minimums, Maximum Accessibility: Unlike traditional financial advisors, being a Garrett Advisor means that we have no income or investment account minimums for hourly engagements.

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When Are Advisors (Financially) Liable For Negligent Investment Advice? (And Who Pays For It)

Nerd's Eye View

Financial advisors, as professionals whose clients rely on their advice to make financial decisions, are legally and financially responsible for the advice that they give. Because ultimately, it's better to be surrounded by others who take care in advising their clients than to be the only one doing so!

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TikTokInvestors

The Big Picture

No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 2 Sure, you can claim mainstream media is bad, but social media is worse.

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