Nationwide Financial

FEBRUARY 14, 2023

Key Takeaways Underrepresentation of minority financial professionals has long been a challenge in the industry. FARE was formed with the mission to increase racial diversity, drive greater equity and foster inclusion within the financial services industry and the communities we serve.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. That’s up from 22 percent who said the same in early 2020. Here, we take a look at projected job growth for financial advisors, the predicted wave of retirements, the demographics of financial planners, and more.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

BlueMind

JULY 15, 2022

Unethical investment banking and insurance practices that handed all the risk to the investors resulted in one of the biggest financial crises after the Great Depression. Had there been appropriate compliance measures in place, a huge population’s retirement funds, pensions and houses have been saved.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Envision Wealth Planning

APRIL 10, 2022

Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. Causes of financial stress. Find relief by saving in your retirement plan. There is little formal financial education in the school system.

Financial Planning 52

Financial Planning Planning Certified Financial Planner CFP 52

Yardley Wealth Management

SEPTEMBER 24, 2021

Yardley Wealth Management, LLC is a fiduciary-driven wealth management and retirement planning firm, based in Yardley, PA. Founder and CEO Michael Garry is a CERTIFIED FINANCIAL PLANNER practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). ABOUT YARDLEY WEALTH MANAGEMENT, LLC AND FOUNDER MICHAEL GARRY.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

The Big Picture

MAY 7, 2024

We closed the deal January 2nd, 2020 Barry Ritholtz : And, and I’m assuming Covid didn’t really hurt them when everybody’s home. So I worked with a certified financial planner called Katie Song when I was at SoFi. And she did a plan for me personally and answered the questions, can I retire?

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

OCTOBER 19, 2022

We partnered with a firm in this space and developed a module to help with health care costs and determining health care costs in retirement. I worked with Jack Bogle for about eight years before he retired. And then Jack Brennan took over after Jack Bogle retired, handpicked successor. He retired. RITHOLTZ: Yeah.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286