Want to Sell Your Advisory Practice? Start With 'Freakonomics'
By Angie HerbersA new movement has firms divvying up their client base, which means they can court multiple buyers and improve their overall results.
August 14, 2018
Allianz Life Joins Envestnet PlatformThe second insurance company to join the exchange will offer its full portfolio of annuities.
August 13, 2018
How a Veteran Advisor Went Indie and Boosted His Assets 20%Longtime wirehouse advisor Tim Davis tells ThinkAdvisor what he thinks is the key to a successful transition to independence.
August 13, 2018
2 Ways the New Tax Law Hurts Financial Planners and InvestorsFPA is urging Congress to make changes to the law, including to the rules for the new pass-through business deduction.
August 10, 2018
Wirehouse Headline Woes Are Fueling the Independent MovementThe branding advantage wirehouse advisors once enjoyed has eroded due to a decade of scandals.
August 08, 2018
4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)While using technology is helpful, advisors can succeed most by investing their time and talents in clients relationships.
August 08, 2018
Have Trade Wars Put Commodities Back on the Investment Map?Pushed to the side for the past 10 years, commodities may have once again found legs.
August 08, 2018
Indie BDs Warn SEC of Major Flaw in Conduct RulesThe regulator is repeating mistakes the Labor Department made with its fiduciary rule, a BD group says.