Wealth Management

JUNE 27, 2025

He said the application adhered to the established tenets of the CFP curriculum. It has become a challenge to keep up with new rollouts. Let’s take just this week. “We One of our [college-age] testers in interviews told us: ‘Acorns [the robo advisor] and my neobank are the players but Quinn is the coach,’” explained Markowitz.

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Sara Grillo

APRIL 21, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgement of morality, and it is my goal to overshadow any media voice that claims as such. I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google and posted on social media. Moore, CFP.

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Envision Wealth Planning

MAY 23, 2022

I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such. Moore, CFP. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. Ethics matter in financial advice!

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