Nerd's Eye View

MARCH 14, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Securities and Exchange Commission (SEC) Commissioner Hester Peirce suggested in a recent interview that she would like to see the SEC give advisors more leeway to provide customized solutions to clients (rather than feeling (..)

Financial Planner 162

Financial Planner Compliance Commission Retirement 162

Million Dollar Round Table (MDRT)

DECEMBER 12, 2023

The nine-year MDRT member from Ingersoll, Ontario, Canada, prompted the AI chatbot to write a table of contents for a marketing white paper to share with clients. ChatGPT answered instantly with prose.

Financial Planner 104

Financial Planner Retirement Clients Marketing 104

Nationwide Financial

FEBRUARY 14, 2023

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. We know Black college students and financial professionals need to see real change.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. You can use specific keywords related to financial advising, such as certified financial planner.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

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. women tend to live longer, making it much more important to plan for a longer retirement) or a subjective one (e.g.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188