Fee Only Investment Advisor Magazine 
Inside Information
JULY 25, 2024
Did you know that World Investment Advisors recently acquired a Raymond James RIA with $3.5 I can tell you that when I was editor of Financial Planning magazine, I discovered that there is a whole public relations ecosystem churning out favorable press releases and miscellaneous announcements that they would position as ‘news.’
Indigo Marketing Agency
APRIL 28, 2023
Similar to a newspaper or magazine headline, yours should be catchy, interesting, and easy to read. Examples of Effective LinkedIn Headlines for Advisors: Fee-only Financial Advisor Serving Widows and Divorcees at Haven Financial Solutions, Inc. What is the best?
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Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Yes, there are regulatory requirements to register as an investment advisor.
Sara Grillo
NOVEMBER 14, 2022
Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. With annuities now being able to be offered in 401k plans, the playing field has changed.
Sara Grillo
SEPTEMBER 26, 2022
I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?
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