HD Vest on Track to Add 620 Advisors in 2015
The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
CFP Board Names Ameriprise’s Mike Greene as Chair-Elect
Greene will become Board chair in 2016; replaces Joe Votava, who resigned in March.
Why Bob Veres Is Wrong on Flat Fees
Sorry, Bob, but from a client's perspective, flat fees fall flat.
What You Think You Know About Advisory Firm M&A Is Wrong
Advisory firms that will sell at a premium in the future will be those with experienced, well-trained younger advisors, not the most profitable.
CFSI: Turning Greater Financial Knowledge Into Better Habits
Joshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark Warns
Schwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the “new traditional” firm.
Endorphinomics: Working on Happiness
“At the awards ceremony, the firm's president recognized Toby with the ‘Top Producer’ award because he had (drum roll, please) ‘generated over $3 million of gross revenue in the previous year.’
Hold the Innovation! First, Build a Solid Foundation
A few years ago, I asked the financial planning class that I was teaching who invented the light bulb.
The Price of Independence
What do you mean by independent? Using vague language makes it difficult for consumers to tell the difference between a zebra and a horse.
Supreme Court’s Obamacare Ruling Leaves GOP Few Options
Even if the Republican-led House and Senate were able to pass legislation repealing the health care law, Obama would veto it.