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Apr 22, 2014

CFP Board Rolling out the Welcome Mat to Women

If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. A new study by the CFP Board reports less than a third of women feel that firms’ culture make them feel welcome and respected. ...More
Apr 21, 2014

You’re Going About Asset Allocation All Wrong

Advisors who ignore non-financial assets such as human capital, pension wealth and home location in their asset allocation may be exposing clients to significant risks, according to Morningstar....More
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Apr 23, 2014

LPL Eyeing B/D Acquisitions

LPL Financial CEO Mark Casady says the firm is eyeing broker/dealer acquisitions, a shift from the firm's recent strategy of buying "adjacencies" to help the firm enter new markets....More

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