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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

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Transcript: Joanne Bradford

The Big Picture

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? And so we offer that plan for $2,500. Moms would ping her every day about financial advice. 00:29:28 [Speaker Changed] Yeah.

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