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.
A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?
Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.
New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor
This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.
Forget the TAMP, Pt. 1: It’s Time for the TFPP
The inspiration for today's blog post is the recent announcement that LPL Financial has acquired Veritat. A new option is beginning to emerge: the Turnkey Financial Planning Program.