Advisor Registry

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Advisor Registry is the trusted resource for financial service professional that connects people and businesses with financial advisors, financial planners, and investment advisors, and provides news and resources for financial professionals. Whether you need one-time financial advice or are planning for retirement, Advisor Registry is here to help. Our database of over half a million financial advisors is the quickest and easiest way to find a qualified fiduciary financial advisor in your area. Read reviews, see planner qualifications, and more.

Recent Articles

Empowering Financial Advisors with the Potential of Online Reviews

In today's digital age, online reviews have become a powerful tool for financial advisors to establish trust, enhance their online presence, and attract new clients. With the rise of platforms like Google Business Profiles and online directories, consumers heavily rely on reviews to make informed decisions. Financial advisors should recognize the potential of online reviews and actively engage with this trend to stay competitive....

SEC Shifts Gears on Advertising: A New Era for Financial Advisors

The Securities and Exchange Commission (SEC) has revealed major changes to its advertising and marketing rules for financial advisors. Previously, the use of client testimonials and endorsements in advertising was prohibited....

Resources

On Demand: Secure 2.0 Act Overview

SECURE 2.0 Act of 2022 was enacted as part of the 2023 Consolidated Appropriations Act, which was signed into law on December 29, 2022. It is the culmination of a multiyear bipartisan effort to follow up on the 2019 SECURE Act. Retirement planning expert Jamie Hopkins, a managing partner at the Car