Welcome everyone! Welcome to the 512th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Chris Smith. Chris is the founder of PSBLTY, a brand strategy, design, and implementation firm that works with financial advisors, teams, and firms. What’s unique about Chris, though, is how he works with advisors to create […]
By Rick Kahler, originally published at Financial Awakenings. Artificial intelligence tools may seem free or inexpensive, but usage-based charges can add up quickly. Learn how AI token billing works, why these hidden expenses are easy to overlook, and how to protect your budget from unexpected costs. The post The Hidden Costs of AI: Are You […]
While working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the end of the day it is a business and the source of a firm owner’s livelihood. Amidst this backdrop, it’s important for firm owners to pay close attention to their profitability, as […]
Retirely is a retirement news site with a live wire, a public directory of every registered advisory firm in the United States, and a place for advisors to publish. Here is what each person gets, what it costs, and the rules that apply to everyone.
Readers
Everything a reader sees is open to everyone, with no account needed. Signing up (one tap, no password) lets you comment, and lets an advisor publish.
The newsroom
A live wire for retirement
Markets, Social Security, taxes, good news and your local weather, streaming all day. Every syndicated story carries its source; every contributor piece is read by an editor before it goes live.
The directory
Check who is advising you
Every SEC- and state-registered advisory firm, straight from its Form ADV filing: assets, fees, clients and disclosure history in plain English.
Markets
Prices, charts and crypto
A briefing strip on every page, ticker pages for any symbol, and a full crypto market page. Nothing to sign up for.
Your data
Never sold
Ads are clearly labelled and paid placement says so. We do not sell reader data and there is no lead form between you and anything you click.
Your firm is already listed. Publishing is complimentary. The paid tiers only add Reach — paid placement across the newsroom and the partner network — and nothing skips the editor.
1Claim your firm
Find your listing, verify with an email at the firm’s own SEC-filed domain, add a photo and a bio. Complimentary, and it takes a minute.
2Publish under your name
Write in the composer, or respond to the day’s headline with an Advisor Take: your own headline, one to four paragraphs, your byline linked to your verified listing.
3Readers find your firm
Every article links to your firm page in the directory. Readers go straight to you. We never resell an introduction.
Publish
Complimentary
always
Unlimited articles and takes, read by an editor, linked to your claimed firm.
Retirely’s network sends readers straight to your page: across this newsroom, partner sites such as MarketBeat, and Google. No lead capture in between, no reselling. Larger placements are yearly, paid once, so the lane is yours for the year.
“A steady stream of high-intent readers that convert.”
John Keeling, SVP, Venture Partner at Motley Fool. Matt Paulson of MarketBeat calls the platform “a great source of traffic for us.” Both quotes in full on the advisors page.
An editor reads every submission. Paying for a plan never skips the review, and a piece stays private until it is approved.
Paid placement is labelled. Sponsored articles say so at the top. Ads are marked as ads.
Sources are credited. Wire stories carry their outlet and a link. Takes quote a headline and at most one short passage, with a link to the original.
Opinion is opinion. Advisor takes are the author’s own view and not personalized advice. Retirely does not verify claims made by contributors.
Directory data is public data. Firm pages come from Form ADV filings and say when they were last filed. We do not rate or recommend advisers.
Readers are not the product. No reader data is sold. Readers go straight to whoever they click on.
Questions
Does it cost anything to publish?
No. Write it, submit it, an editor reads it. The paid tiers add Reach on top; membership itself never carries a charge.
Why are Enterprise and Institutional yearly only?
They reserve placement for the year, so they are paid once, up front. Contributor, Basic and Pro can be paid monthly.
Do you sell leads?
No. Readers click through to you directly. There is no form between the story and your site, and nothing about a reader is passed on.
My firm’s page is wrong. What now?
The figures are the firm’s own Form ADV filing. Claim the listing to add your photo and bio, and tell us if a filed figure is out of date so we can check it against the SEC record.
Where does the syndicated content come from?
Full-text stories from The Motley Fool under a syndication agreement, and excerpts with a link from other outlets. Every one carries its source.
Michael Kitces
Rick Kahler
