Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
13 Ex-Football Players and Finance: The Good & the Bad
After success of varying degrees in the NFL or college football, nine former players took the high road and four others the very low road.
Honoring Advisors Who Serve(d): July 4, 2012, Slideshow
In our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise.
Dynasty Financial Continues to Expand With Break-Away AIF
Dynasty Financial Partners announced that UBS Wealth Services’ Samuel Kiefer has left UBS to join independent advisory RPg, a member of the Dynasty network of indie advisors.
All About the Client
For Keith Cox of Premier Financial Management in Baton Rouge, La. (www.pfmretire.com), education is the key to being a good financial advisor. And even with...
Nancy Gardner, CFP
Executive Vice President Tanglewood Capital Management 1400 Post Oak Blvd., Suite 550 Houston, Texas 77056 Phone: 713-840-8880 Web site: www.tanglewoodcap.com E-mail: email@example.com Year practice started: 1979 AUM: $600 million Compensation: Fee-only Number of clients: 370 Client...