CFP Clients White Paper 
Nerd's Eye View
JANUARY 10, 2023
Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.
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Nationwide Financial
FEBRUARY 14, 2023
According to a Nationwide Retirement Institute® Diverse Markets White Paper, decades of research show that Black consumers tend to express higher levels of generalized distrust than whites.
Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. This finding, in addition to many more included in the paper, mirrors my own experience. Whether it’s an objective topic (e.g.,
Walkner Condon Financial Advisors
AUGUST 13, 2022
This can be done through many channels but we have chosen to use TD Ameritrade /Schwab as the custodian for our clients’ IRA accounts. For the sake of keeping this a blog post vs. an all-out white paper, I decided to pick a few of the common topics that come up frequently in my conversations. Mitch DeWitt, CFP®, MBA.
Sara Grillo
NOVEMBER 14, 2022
Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Grillo jumps in, hypothesizing that there is not enough of a match between the skills required to sell an annuity and what it takes in reality in terms of understanding if the product truly matches up with what the client needs.
Tucker Advisors
SEPTEMBER 8, 2021
One user-friendly version of self-funded pensions is the indexed annuity,” said Tucker Financial President and CFP, Darren Petty. “It Our approach is that we’re trying to leave as much outside the annuity as possible but still make sure that the client has zero lifestyle risk. Sources: 1. Investopedia.com 2. MedicareWallet.com. –
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