When you hear industry pundits fretting about the lack of next-gen advisors, consider Alan Moore and his cohorts. Moore founded his own fee-only advisory firm at 25 and two years later co-launched a network to support other young advisors....More
The Georgia-based broker/dealer is launching Triad Hybrid Solutions, a new corporate registered investment advisory entity that will give advisors with fee and commission-based businesses the option to custody with multiple firms, including Schwab and Fidelity....More
Brian Hamburger’s journey has taken him from a struggling entrepreneur to the president and CEO of business and compliance consulting firm MarketCounsel. Here are some stories along the way of building his business that didn’t make it into our profile of him.
Pershing has added an Alternative Investment Center to its NetX360 advisor platform, which will include resources, research and tools to help advisors educate clients on alternative investments....More
A WealthManagement.com survey shows one-third of advisors believe the recent scandals plaguing the board have hurt the value of the designation, while over half don’t trust the compensation disclosures on the firm’s website....More
An increasing number of families in recent years have been investing in the renovation of their homes, but too many do not fully appreciate the range of risks involved – from unreliable contractors and worksite injuries to property loss, lawsuits, and family safety threats....More
Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors....More