5 Big Life Events Driving Clients to Seek Advice
People who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
Top Portfolio Products: Gundlach to Manage New DoubleLine Flexible Income Fund
MainStay and Cushing partner on MLP and energy-related funds, ETF Securities Group launches an index unit and more portfolio news.
2 Prominent Divorce Advisors Tie the Knot
Pacific Divorce Management and Michelle Smith of Source Financial Advisors are partnering to offer advisors a franchise arrangement for divorce financial planning.
Divorce Planner’s Novel Approach Leads to Lucrative Business
The overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
Advisors for the Financial Side of Divorce
Divorce-related financial advice is a growing niche, diverse in practices and philosophies.