At 34, and Top-Rated by Forbes, Merrill Advisor Forms His Own Wealth Firm
By Jane Wollman RusoffMichael Henley, rated a top next-gen advisor by Forbes, was eager to take his wealth clients and get out on his own.
August 15, 2018
FPA, in Effort to Save CFP Credential, Joins New CoalitionNew Professional Certification Coalition seeks to stem efforts to enact legislation designed to undermine certifications developed or offered by private certification organizations.
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.