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The magazine's readership, which extends to 80,000 qualified readers monthly, includes financial planners, registered investment advisors and independent broker-dealers.
The magazine was launched in 2000 and it is headquartered in Shrewsbury, New Jersey. Its articles focus on strategies and management advice for advisors of affluent clients. [4] Its targeted readership includes financial planners , investment advisors , and broker-dealers .
Suze Orman. Susan Lynn " Suze " Orman ( / ˈsuːzi / SOO-zee; born June 5, 1951) is an American financial advisor, author, and podcast host. In 1987, she founded the Suze Orman Financial Group. Her work as a financial advisor gained notability with The Suze Orman Show, which ran on CNBC from 2002 to 2015. [1]
Businessman, civil engineer, financial planner, writer. Harold Evensky (born September 9, 1942 [1] [better source needed]) is American businessman, civil engineer, financial planner, and writer. He is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and chairman of Evensky & Katz, [2] a financial planning firm.
GOBankingRates spoke to two financial planners — Taylor Kovar, CFP, CEO and founder of Kovar Wealth Management, and Jeff Rose, CFP and founder of Good Financial Cents — about the best steps to ...
Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator.He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (4 times on the Inc. 5000 list at #168 [2018], #553 [2019], #1130 [2020], and #1179 [2021 ...
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