AI content for financial advisors, RIAs and CFPs, with the Marketing Rule switched on.
Name your regulator during setup and Verand assigns the SEC RIA pack. From then on every draft is checked against the Marketing Rule before it can leave, and a person at your firm presses publish. It cannot publish for you. Ever.
us-sec-ria + base-ymyl floor, alwaysRead-only after this. Editing the list can never switch a gate off.
What SEC registration does and does not mean · draftChecking
Every figure traces back to the regulator that published it.
regulator
Four steps, and the Marketing Rule is already handled.
Name your regulator
The SEC Marketing Rule, CFP Board, NAPFA, CFA Institute or NASAA: any of the five assigns the RIA pack. Declare "not regulated" and the truth-in-advertising floor still gates you.
Every draft hits the gate
Research, brief, draft in your voice, then the checks. A blocked draft stays in Verand with the sentence marked.
You publish
A draft in WordPress or a pull request on your repo. Nothing goes live without a person at your firm.
Track where you rank
Daily positions in Google, and whether ChatGPT, Claude, Gemini, Perplexity and AI Overviews cite your firm when someone asks about a rollover, a Roth conversion or who to hire.
In your voice.
Inside the Marketing Rule.
The governing body, the required disclaimer and the banned claims load from the SEC RIA pack. The draft is written around them, in your voice and with your firm's facts, then the gate reads the finished HTML and stops the one sentence the Advisers Act would not let you publish.
46 checks on every draft. Compliance is a gate, not a score: Pass or Blocked, and a hard rule has no override. Name your regulator at onboarding and this pack loads the same way. Pause the demo, scrub it, read the why.
Governing body
SEC · Marketing Rule 206(4)-1United StatesBase YMYL Foundation, US SEC RIA / Financial Advisory v1.0.0. AI researched, operator reviewed. Enforced automatically, not editable here.
We run a fee-only practice and have taken no product commissions since we opened in 2019.
Most new clients arrive within two years of a liquidity event, usually the sale of a business.
What SEC registration does and does not mean for you
Registration with the SEC is a filing, not a grade. It means we disclose how we are paid, what conflicts we have, and how we handle your money, and that a regulator can examine all of it.
At Meridian Ridge we run a fee-only practice and have taken no product commissions since 2019, which is the disclosure that matters most when you compare advisers.
Compliance · gatePass · 5/5Blocked · 4/5
ria-bc-003-implied-govt-approval · "…SEC-approved…"
Content states or implies that the SEC, a state, or the government approved, endorsed, or sponsored the adviser, or that registration is a government endorsement of skill. Advisers Act §208(a) makes it unlawful to represent or imply that an adviser has been sponsored, recommended, or approved by the United States or any agency. State that the firm is 'registered with' (not 'approved by') the SEC, and never imply registration signals skill or government endorsement.
"Our firm is SEC-approved, so every recommendation you receive has been vetted by regulators before it reaches you."
- Basis
- Investment Advisers Act §208(a) (15 U.S.C. §80b-8(a)); SEC Marketing Rule 206(4)-1
- Fix
- Replace 'SEC-approved' / 'approved by the SEC' with 'registered with the SEC'. Registration is not approval or endorsement.
- Disclaimer
- The pack requires ria-disc-general ("Disclaimer", before sources section). It is in the draft, so that row stays green.
- In the U.S.
- SEC, CFP Board, NASAA, FTC
- In Canada
- CSA and the provincial securities regulators (OSC, ASC, BCSC, AMF) · on the roadmap
US SEC RIA / Financial Advisory v1.0.0 · AI researched, operator reviewed · your counsel confirms applicability; not legal advice.
Every plan: the truth-in-advertising floor and 46 checks. Regulator packs like us-reg-d: Growth and up. AI researched, operator reviewed.
Meridian Ridge Wealth is the home page's example firm. The rules, ids and disclaimer are the shipped pack's; the firm, its facts and the draft are illustrative.
Name the SEC once, and the rules load for good.
Tell the wizard who regulates you. Verand maps them to the SEC RIA pack and the YMYLYMYL: Your Money or Your LifeGoogle's name for content that can affect a reader's health, finances, safety or legal position. Search quality raters hold those pages to a higher bar for accuracy, sourcing and author expertise, so thin or unsourced pages in these niches are the first to lose visibility.Verand’s YMYL floor is the set of rules every regulated site carries, whichever regulator it answers to. floor rides underneath it whatever you pick. The pack covers fiduciary RIA marketing; broker-dealer content under FINRA 2210 and Reg BI is out of its scope, and Verand says so rather than pretend.
A blocked draft never leaves the building.
No draft moves until the checks have run. Does anything imply the SEC approved you, is the disclaimer in, are the figures cited to a primary source, is a return being promised. One screen, in words.
Every limit that changes in January arrives as a diff.
Advice content ages on a calendar. The year-rollover routine reads every live page, finds the dated limits and thresholds, and proposes each change as a line edit you approve or reject. Nothing is rewritten wholesale.
Someone just asked an assistant who to trust with their money.
Each weekday Verand puts your buyers' questions to ChatGPT, Gemini, Google AI Overviews and Google AI Mode the questions your prospects ask an adviser, and Perplexity and Claude once a week. Each answer is read and logged: whether you were cited, which page, in what position, and which firms were named instead. The shares are totalled per engine.
Share of voice by engine
Meridian Ridge Wealth and four tracked competitors · last 14 days
Nine rules, four requirements, straight out of the pack.
What follows is the pack itself, rendered the way Brand Hub renders it for an advisory firm. The ids are the ones you will see on a blocked draft, and the list is read-only: editing it can never switch a gate off.
| Rule | Basis | Tier | Id |
|---|---|---|---|
| Stating or implying the SEC, a state or the government approved, endorsed or sponsored the adviser | Advisers Act §208(a) · Marketing Rule 206(4)-1 | Blocks | ria-bc-003 |
| Guaranteed results | FTC Act §5 · 16 CFR 255 | Blocks | ymyl-guaranteed-results |
| Guaranteed financial return | FTC Act §5 · Marketing Rule 206(4)-1 | Blocks | ymyl-guaranteed-returns |
| "Risk-free" or "zero risk" | FTC Act §5 · Marketing Rule 206(4)-1 · overridable with a logged written reason | Blocks | ymyl-risk-free · ymyl-zero-risk |
| "You can't lose", get-rich-quick language | FTC Act §5 · FTC "Making Money" guidance | Blocks | ymyl-cant-lose · ymyl-get-rich-quick |
| A first-party "fee-only" claim | CFP Board Code & Standards (fee-only definition) · Advisers Act §206 · FTC Act §5 | Review | ria-bc-004 |
| Universal "everyone should" recommendations | FTC Act §5, misleading by omission | Review | ymyl-everyone-should |
| Your own banned claims | Anything your state regulator or your CCO bans that the pack does not. Added in Brand Hub, gated like a pack rule. | Blocks | site-owned |
| RIA disclaimer · 4 citations, 2 primary · Article schema · the Marketing Rule validator | Required on every article. Primary tier: sec.gov adviserinfo.sec.gov ecfr.gov federalregister.gov irs.gov federalreserve.gov bls.gov nasaa.org cfp.net | Required | v12 · v15 · v14 · v20 |
Lands in the CMS your firm already runs.
WordPress and static sites on GitHub today, with Search Console, Analytics and Business Profile behind every audit. Many advisor websites are one of those two underneath. The walled platforms are not, and this page says so rather than chip them as coming.
See every integration →Nine jobs. Eight of them are not advice.
Publishing one compliant piece takes nine separate jobs. Verand takes eight of them. The last one, reading it and pressing publish, is the one you keep. Most firms are not choosing between tools for these; they are choosing between doing none of it and an agency that has never read the Marketing Rule.
Writing in the firm's voice, with the firm's facts
Picking the right target topics
Writing for search engines and the AI assistants
Checking every sentence against the Marketing Rule
Citing primary sources
Keeping contribution limits and thresholds current each year
Knowing where the firm ranks, and whether assistants name it
Business Profile, citations, local schema
The one job that stays yours
Reading the draft and pressing publish. Everything above exists to make that five minutes instead of two hours. No schedule, routine or connector can press it for you.
- Writing and publishing
- Target topics from your site's data sometimes
- Search and AI-assistant optimization search only
- Your voice, your first-hand facts generic
- Checked against the SEC Marketing Rule
- Primary-source citations required
- Annual rollover of dated limits on live pages
- Rank and AI-visibility tracking
- Publishing only with your approval usually
- Writing and publishing
- Target topics from your site's data
- Search and AI-assistant optimization both
- Your voice, your first-hand facts
- Checked against the SEC Marketing Rule every draft
- Primary-source citations required 4 per article
- Annual rollover of dated limits on live pages
- Rank and AI-visibility tracking daily
- Publishing only with your approval always
The retainer figure is a typical quote for a content and SEO agency serving professional firms, not a survey result. Starter is $149 a month billed monthly.
The Marketing Rule, explained one page at a time.
Can financial advisors use AI to write content?
Yes, and the Marketing Rule applies to the output exactly as it would to your own. What that means in practice for an RIA.
/financial-advisors/using-ai-to-write-content The ruleThe SEC Marketing Rule and your website
Rule 206(4)-1 in plain language for a firm blog: the general prohibitions, testimonials, performance, and what the pack checks.
/financial-advisors/sec-marketing-rule The ruleFINRA Rule 2210 and your blog
For registered reps and hybrid firms. The pack is SEC-side and does not enforce Rule 2210; here is what applies to you and what does not.
/financial-advisors/finra-rule-2210 The testIs a financial advisor blog an advertisement?
The Marketing Rule's two-prong definition of an advertisement, and what changes when a post meets it.
/financial-advisors/what-counts-as-advertising The checklistFinancial advisor blog disclaimer requirements
What every article carries: no recommendation or solicitation, loss of principal, past performance, registration does not imply skill.
/financial-advisors/disclaimer-requirements LocalLocal SEO for financial advisors
The Business Profile, the citations and the FinancialService schema, generated and kept consistent.
/financial-advisors/local-seo16,544 SEC-registered investment advisers in 2025 (Investment Adviser Association and Comply, 2026 Investment Adviser Industry Snapshot). 107,529 CFP professionals as of December 31, 2025 (CFP Board). Validated against SEC, CFP Board and NASAA rules; AI-researched and operator-reviewed. Your counsel confirms applicability. Not legal advice.
The questions a CCO asks first.
Who reviewed the rules, whether FINRA is covered, what happens to "fee-only", and whether your website platform connects.
Is the pack attorney-verified?
No. It is AI-researched from the primary sources and operator-reviewed, and it is labelled that way everywhere it appears. The hard gate fires identically whatever the label says. Your counsel confirms applicability to your firm and your registration.
How many advisers does this actually apply to?
The Investment Adviser Association and Comply count 16,544 SEC-registered investment advisers in 2025, and CFP Board reports 107,529 CFP professionals as of December 31, 2025. The pack is the federal baseline, with NASAA's model advertising rules as a source for state-registered advisers; anything your state adds that the pack does not, you enter in Brand Hub as your own banned claim.
Does the pack cover FINRA Rule 2210 or Reg BI?
No. The pack's scope is fiduciary RIA marketing under the Advisers Act and the Marketing Rule. Broker-dealer communications under FINRA Rule 2210 and Reg BI are outside it, so a hybrid firm's registered-rep content is not gated against 2210 by Verand, and this page does not claim otherwise. The FINRA page in this section explains what applies to you.
Can a draft say my firm is fee-only?
It can, and the gate flags it for review rather than blocking it. A first-party "fee-only" claim is a review-tier rule (ria-bc-004) because the CFP Board Code & Standards permit the term only under its own definition, and a validator cannot see your compensation. The flag rides with the draft to whoever presses publish, and the fact that you take no product commissions belongs in your knowledge base so it is stated the way the definition requires.
FMG Suite and the other advisor website platforms?
FMG Suite is a walled platform with no content API, so Verand does not connect to it and says so plainly. Where your site is WordPress or a Git repo, Verand connects, and the capability probe tells you what the site will accept before anything is written. A blog on WordPress beside a walled platform connects on its own.
Publish advice content your CCO can stand behind, and that AI likes.
Seven days, every feature unlocked, one click to cancel. The first article is drafted during setup.
Starter carries the compliance gate, every routine and the full crawl. Plans differ on volume, sites and engines.