It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year—whether business or personal. Here are a few.
The fastest growing segment of the labor force is workers over the age of 65. But even if your clients have no intention of retiring, you can still help them get the most out of earned benefits. Here’s how....More
It’s easy to estimate the out-of-pocket expenses of setting up your own shop. It’s harder, but more important, to predict the opportunity costs....More
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I'm getting ready to start a career with jones after working with Country Financial. I'm taking over a 16 million dollar book that has a BOA who I already know well. The guy before started the book and grew it to this size in 4 years. He wasn't from this area and decided to take a position closer to home. I grew up in the area and am very involved in community already. I do have a few concerns though. First the area, I'll be working in a small community that has less than 1 billion in liquid assets....More
All I want to know is how do they handle placement once you are accepted? Are you put in a local branch to where you live? Will they place you an hour away from home? I know there are a couple week long training sessions in St. Louis, but just curious what placement is like once you are accepted into the program....More
Lots of advisors making moves as the warmer weather starts to move in. NFP, Cambridge and J.P Morgan Securities picked up advisors on the IBD side of the aisle, while several firms—including a Dynasty partner firm, Cantor Fitzgerald and two Focus Financial firms—made acquisitions of entire firms....More