Commission Communication Electronics Financial Planner 
Nerd's Eye View
MARCH 22, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.
Good Financial Cents
APRIL 14, 2023
In my case, it was my experience as a financial planner. Best of all, none of those brokers charge commissions for buying and selling individual stocks. “I Skills needed: Communication, management, market analysis, negotiation, and vision. One of the things I’ve always liked about blogging is flexibility.
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