What Do Advisors Really Do Anyway?
By Bob ClarkIts not clear to me why many proponents of transforming the independent advisory world into flat fee only often talk as if they are completely unaware of the many client benefits of an AUM fee model.
July 15, 2015
AMG Wealth Partners Buys Big Stake in myCIOThe new partnership with AMG Wealth Partners will allow myCIO to expand its capabilities to a broader client base.
July 14, 2015
6 Steps for Advisors to Get More ClientsEager to raise its profile as an advisor custodian, Scottrade is offering a series of workshops on business development.
July 09, 2015
Strategies for Helping Millennials Thrive in the WorkplaceUnderstanding what motivates younger employees may help you build strong teams and grow relationships with Gen Y investors.
July 08, 2015
Are Flat Fees Really Better for Clients—or for Advisors?When someone explains something to me starting with statements that strike me as patently ridiculous, I tend to discount the rest of their thinking.
July 06, 2015
HD Vest on Track to Add 620 Advisors in 2015The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
July 02, 2015
Advisors Who Serve(d) Tell Their Stories: Fourth of July, 2015In the second part of our latest slideshow honoring advisors who served in the armed forces, we present 17 veterans deserving recognition.
July 02, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, UBSIn addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.