How Advisors Can Help Prevent Wealthy Families From Losing It All
In his book, “More Than Money,” Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
How to Fill the Disability Coverage Gap for Doctors With High Income
Many doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income.
3 Big DOL Fiduciary Pain Points for Advisors
An Aite Group survey of advisors asks how difficult they think various tasks will be under the fiduciary rule.
Federal Student Loan Rates Rising for the First Time in 3 Years
Rates are rising 0.69% for undergraduate, graduate and Parent Plus and Graduate Plus loans.
Here Are the Wealth Managers With the Best SEO Rankings
Hearsay and Moz gathered data based on the use of phrases like “financial advisor,” “financial planning” and “wealth management” and tracked the results.
Financial Advisor Performance Data Is Biased, Many Investors Say
Some investors compare advisor reports to a school report card written by the student, Phoenix Marketing says.
3 Reasons Why Advisors Must Address Political Anxiety With Clients
A Hartford Funds survey finds that most advisors agree client anxiety led to poor investment decisions last year.
CFPB Wants to Fix Public Service Loan Forgiveness Program
The program is designed to help borrowers who work in public service after college but has problems with loan servicing companies.
FSI Shares Views, Case Studies on Outside Business Activities
More input from independent advisors and brokers-dealers is also sought by the Financial Services Institute.
Raymond James, Dynasty Add Big Wirehouse Teams: Recruiting Roundup
Meanwhile, Cetera attracts a group with 55 indie advisors in Southern California.