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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

The homepage also details the offerings that reimagine the traditional financial advice experience from financial planning and design, to ongoing guidance and educational opportunities. AND persuasive copy complements each CTA, clearly communicating the value of taking the next step. Its organized, simple, and clean.

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Market Drama

Zoe Financial

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. We believe financial advice should come from unbiased and certified professionals. The Stock Market: The S&P 500 was down 0.7%. For the quarter it was down 3%. Nasdaq was down 6% for September. Bad quarter but still a good year.

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Why useless financial advisor rankings lists should be put to rest!

Sara Grillo

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

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Transcript: Tom Rampulla

The Big Picture

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. And it’s financial advice.

Clients 286
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Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion

Darrow Wealth Management

It is not personal legal/tax/financial advice or an exhaustive discussion of the exclusion. By now you know we don’t provide legal or tax advice, but we do help clients build a team of tax/legal specialists to tackle issues around company stock. This article is meant to be an easily-digestible introduction to QSBS.

Taxes 73
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. Salaske: What is an investment advisor? This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less.

CFP 59