LPL Makes Retirement Plan Push With FAs
Retirement Partners head Bill Beardsley and national sales chief Andy Kalbaugh are hoping to bring more LPL reps and ex-NPH advisors into the fold.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
Bank Behind ‘Fearless Girl’ Statue Settles Gender Pay Dispute
State Street will pay will pay $5 million to more than 300 women.
How to Attract More Female Advisors and Clients
This challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
FPA, CFP Board Formalize Their Collaboration
The stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.
Coach Fulmer: 6 Ways Advisors Can Build Winning Teams
Growing trust in business is not all that different from coaching college football, according to Phillip Fulmer, former head coach at Tennessee.
Why Trust Company of America Is on Track to Double Its Assets
Several macro trends within the industry have contributed to the custodian's growth over the past six years.
FPA Board Chooses Former Intelligence Officer as President-Elect
President-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
Partner and Vendor Decisions: Do’s & Don’ts
DO clarify in writing the purpose and ideal outcomes of any changes you are considering. DON’T settle for an IT partner that never speaks your language.
How — and Where — Advisors Are Spending the Same Dollar Twice
Too many advisory firms waste money. Here’s how to get fintech and other operational changes done right (the first time).