CLEVELAND, OH, January 4, 2012 –Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) is pleased to announce a major expansion due to a merger with The Professional Advisor Group, a wealth management firm headquartered in Bloomfield...
Most financial advisors are in early stages with social media—but the rules of engagement are already shifting. While gaining followers, friends and prospects to link to is high on most priority lists, firms that have opened the gate to...
Distance from the crisis and improved asset flows gave a little kick to advisor satisfaction this year, according to Registered Rep's Broker Report Card. But the ratings are mixed.
With overall headcount in the IBD channel declining, big independent b/ds are offering more products and better services to attract advisors with bigger books and help their own reps grow faster.
