What Buffett’s Farm Can Teach Investors
What investors should value, and what is a distraction, are key themes in Buffett’s widely anticipated annual shareholder letter, coming this weekend.
Wirehouse Teams Move to HighTower, Raymond James
Meanwhile, Advisor Center helps seven advisors transition to IBDs in its network with about $520 million in assets.
Securities America Hybrid RIA Platform Adds Sales Director
Hybrid-advisor platform Arbor Point names Jeffrey Schmaltz a sales director; a former Edward Jones rep discusses how to navigate the tough road to independence.
Why Won’t Advisors Sell?
Securities America’s Roger Verboon relates what he sees on the front lines of advisor M&A: emotional hurdles for sellers, financial for buyers.
Best & Worst States for Fiscal Health
The Mercatus Center ranked the states using four measures of short- and long-term financial health.
Ken Fisher’s RIA Warning Draws Advisor Ire
Evensky, Carson, Rhoades and others offer strong reactions to ThinkAdvisor about Fisher’s prediction that RIAs would be gone in a decade.
Lowering the Boom: How to Bring In Gen X and Gen Y Clients
We hear a lot these days about what advisors have to do to attract Gen X and Gen Y clients, and for good reason.
Orion Advisor Services Releases New Prospecting App
The Discover app is meant for mobile devices and can be embedded on any website.
10 Best & Worst Tax States for Retirees
ThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
20 Best & Worst Cities for Pension Funding
The woes of public pensions are big news, but not all are in crisis.