Advisor Innovations

Holistiplan co-founder Kevin Lozer describes how the firm solves the big problem advisors have when it comes to taxes and financial planning.

LPL's Marc Cohen discusses how the firm is enhancing its business to appeal to independent advisors.

In the inaugural episode of the Advisor Innovations podcast, recruiter and consultant Mindy Diamond discusses how the advice industry has changed, why advisors change firms, and how the lines between the traditional business affiliation models are...