What’s an Aging Advisor to Do? Join an RIA
After helping retiring clients for their whole career, many veteran advisors may not know how to help themselves in the midst of a changed industry.
Cetera Appoints New Information Officer
Cetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
AICPA Financial Planning Program Integrated Into 11 Universities’ Curriculums
Coursework focuses on estate, retirement, risk management/insurance, investment and tax planning.
BMO Wealth Taps New Head of Advisor Group
Wallace Harris comes on board in Chicago to lead a staff of 240 with some $12.7 billion in client assets.
The Terrible Twos: The Key Decision Point for Advisory Business Growth
The advisory business has matured to the point where more than a few businesses have reached $1 billion in client AUM. That’s the good news.
Advisors Are Getting Younger: FA Insight
Advisors are getting serious about investing in the next generation of talent, the annual FA Insight People and Pay study shows.
How a Schoolteacher Became a Top Wells Fargo Portfolio Manager
Ann Miletti was fresh out of college and teaching elementary school when her whole life plan suddenly changed.
Pump the Brakes: Why You Should Wait to Build a Billion-Dollar Firm
Today, $1 billion in AUM is the new $100 million.
3 Things to Avoid in Salary Surveys
Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address to sustain a successful growing firm year after year.
Susan John Named CFP Board Chair-Elect
The former NAPFA board member will start as chair in 2019.