ChatGPT
Google AI Overviews
Google AI Mode
Gemini
Perplexity
Claude
Search Console
Analytics 4
MCP connectorAuthorise once. Then ask Verand about your own site, from wherever you already work.
Open the connector →
Financial advisorsSEC Marketing Rule, CFP Board
AttorneysABA 7.1 to 7.3, state overlays
CPAsAICPA, Circular 230
Real estate syndicatorsReg D, FINRA 2210
Life insurance agentsSuitability and replacement rules
Health insurance agentsMedicare and ACA marketing rules
Canadian life insuranceCLHIA G6, provincial regulators
AboutWhy Verand exists and who is behind it.
ContactReach a person, not a form.
ChatGPTGoogle AI OverviewsGoogle AI ModeGeminiPerplexityClaudeSearch ConsoleAnalytics 4Open the connector →Financial advisorAttorneyCPASyndicatorInsurance brokerageName 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, alwaysThe 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.
Research, brief, draft in your voice, then the checks. A blocked draft stays in Verand with the sentence marked.
A draft in WordPress or a pull request on your repo. Nothing goes live without a person at your firm.
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.
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.
55 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 v3.0.0. Researched from the regulators' own text and tested by Verand. Not reviewed by a licensed attorney. 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.
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.
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."
In the U.S.In CanadaUS SEC RIA / Financial Advisory v3.0.0 · researched from the regulators' own text and tested by Verand · not reviewed by a licensed attorney · your counsel confirms applicability; not legal advice.
Every plan: the truth-in-advertising floor and 55 checks. Regulator packs like us-reg-d: every plan. Researched from the regulators' own text and tested by Verand. Not reviewed by a licensed attorney.
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.
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.
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.
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.
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.
Meridian Ridge Wealth and four tracked competitors · last 14 days
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 |
| "Your money is safe", "principal protected" without the conditions | FTC Act §5 · overridable with a logged written reason | Blocks | ymyl-principal-safety |
| "We have never lost money", "double your money" | FTC Act §5 · overridable with a logged written reason | Blocks | ymyl-never-lost-record · ymyl-double-your-money |
| Your own past performance as a specific figure ("our portfolios returned 18%") | SEC Marketing Rule §275.206(4)-1(d) · overridable with a logged written reason | Blocks | ria-bc-008 |
| A third-party rating or award ("Forbes Top Advisor", "Five Star", "award-winning") without the rater and the year | SEC Marketing Rule §275.206(4)-1(c) · overridable with a logged written reason | Blocks | ria-bc-010 |
| "Reviewed by the SEC" or implied government vetting of the firm | Advisers Act §208(a) · overridable with a logged written reason | Blocks | ria-bc-009 |
| A first-party "fee-only" claim | CFP Board Code & Standards (fee-only definition) · Advisers Act §206 · FTC Act §5 | Warns | ria-bc-004 |
| Universal "everyone should" recommendations | FTC Act §5, misleading by omission | Warns | 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 |
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 →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.
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.
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.
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 ruleRule 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 ruleFor 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 testThe Marketing Rule's two-prong definition of an advertisement, and what changes when a post meets it.
/financial-advisors/what-counts-as-advertising The checklistWhat every article carries: no recommendation or solicitation, loss of principal, past performance, registration does not imply skill.
/financial-advisors/disclaimer-requirements LocalThe Business Profile, the citations and the FinancialService schema, generated and kept consistent.
/financial-advisors/local-seo Free toolPaste a post, page or email and run the pack's 15 rules, plus the adviser disclaimer. Free, no signup. It checks the SEC rules, not FINRA 2210.
/tools/sec-marketing-rule-checker16,544 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; researched from the regulators' own text and tested by Verand. Not reviewed by a licensed attorney. Your counsel confirms applicability. Not legal advice.
Who reviewed the rules, whether FINRA is covered, what happens to "fee-only", and whether your website platform connects.
No. It is researched from the regulators' own text and tested by Verand, not reviewed by a licensed attorney, 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.
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.
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.
It can, and the gate flags it rather than blocking it. A first-party "fee-only" claim is a warning (ria-bc-004), not a gate, 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 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.
Customer stories
“Every tool we tried told us how visible we were. Verand told us that and why we weren’t. It listed 60 developer questions where a competitor’s API got named instead of ours, drafted the answer to each one in our engineers’ voice, and we went from 11% of AI answers to 43% in two months. One of our best inbound channels now is a chatbot.”
AI citations“Our clients find us by asking ChatGPT whether someone with their diagnosis can get life insurance. A year ago we weren’t in that answer. Amongst many things, Verand built a page for every condition we cover, checked every claim against the rules before it could publish, and our citations on ChatGPT and Gemini are up 4×. New clients tell us where they found us. It’s ChatGPT.”
46%of ChatGPT answers“Renters ask ChatGPT what it’s like to live near Robins Air Force Base. We’re in that answer now, with a link. Verand flagged that our address was written three different ways across the site, it generated the LocalBusiness schema, it wrote the Bonaire and Warner Robins guides, and it tracked which assistants picked them up. A property with 60 units shouldn’t be able to do this. We did it in a quarter.”
Written from your credentials and your views. Found on Google and across six assistants. Every draft stops at the SEC Marketing Rule and FINRA 2210 checks, then at a person at your firm.
Seven days, every feature unlocked, one click to cancel.
The 2019 fund returned 14.2% net to investors, and this offering carries guaranteed returns of 12 to 15% over a five year hold.
A guaranteed return is deceptive in any financial context and can be a securities violation. Say targeted or projected return, with its basis.
ChatGPT
Gemini
AI OverviewsAI Mode
Perplexity
Claude
Willowdale Equity and four competitors · 14 days
YouEquityMultipleBAM Capital
Origin Investments
Ashcroft Capital31%You 27%14%11%8%
Content built to rank in Google and get cited by ChatGPTPerplexityGeminiClaude, with every claim checked before it goes live.