What's Really Important to New Advisors?
By Angie HerbersWhen recruiting young advisors, their needs and wants matter even though you may not like it.
July 27, 2018
The Investment Center Adds New Advisors, Assets in Q2New advisors cite culture as a key reason for joining the independent BD.
July 26, 2018
FBI Warns of $12 Billion Email Scam on Wire TransfersThe scam "continues to grow and evolve," with 41,000 victims in U.S. alone.
July 26, 2018
Why Taking Small Steps Can Make a Big DifferenceUsing a short-term business plan, or micro strategy, can make it much easier for you to accomplish the long-term goal of your advisory practice.
July 25, 2018
RBC Nabs $190M Merrill Team in New Jersey: Recruiting RoundupMeanwhile, Wealth Enhancement Group says it is buying Retirement Strategies, an independent practice with about $350 million in assets based in Florida.
July 25, 2018
Cybersecurity Is Still Advisors' Top Compliance Worry: IAA PollOther notable concerns are the SEC's Advertising Rule and new Form ADV disclosures.
July 23, 2018
'Raise Your Voice' Campaign Pushes for SEC Reg BI Changes"This [Reg BI] is just regulation gone wrong," said Sheryl Garrett, head of Garrett Financial Planning Network.
July 23, 2018
Financial Engines, Edelman Complete MergerAs part of the transaction, which closed on Thursday, Financial Engines has been combined with Edelman Financial Services.