article thumbnail

How to help LGBTQ+ clients plan their financial futures

Nationwide Financial

This conversation with my friend provides a perfect example of just one of many important life events with significant financial ramifications that many members of the LGBTQ+ community approach differently. Financial Implications of Marriage.

Clients 52
article thumbnail

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

Sara Grillo

In early 2015, Scott sold his ownership interest in the firm. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 He started Firstmetric a few years later.

CFP 59