Clients Prefer Comprehensive Advisors Over Specialists: Survey
Only 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
Focus Financial Adds $400M RIA in Midwest
LaFleur & Godfrey join the partnership in Grand Rapids, Mich.; their firm is the fourth group to come on board this year.
Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
H.D. Vest Picks a Compliance-Friendly Social Media Platform
Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?
The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial Group
Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.
3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 2
Ideally, comprehensive financial planning services for today's young professionals should be implemented with a more clearly defined niche.
3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 1
A planner for the price of gym and cable, and two other ways to tap this underserved market.
Is Financial Planning Becoming Commoditized? Pt. 2, the Outlook
The pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Lovell Minnick Acquires Kanaly Trust
The Kanaly family and members of the senior management team of Kanaly Trust will retain a material investment in the firm founded 35 years ago by E. Deane Kanaly.