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Weekend Reading For Financial Planners (Sept 24-25)

Nerd's Eye View

While the new rule allows financial advisors to proactively use testimonials (from clients), endorsements (from non-clients), and highlight their own ratings on various third-party websites, the SEC’s warning suggests that advisory firms will want to take care to abide by the compliance requirements linked to the new rule.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.