See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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If you want something, just ask for it, as the saying goes. In this industry, that same philosophy has been applied to getting referrals. But Stephen Wershing, president of coaching firm The Client Driven Practice, says advisors are going abou...
While most insurance firms have been selling off their broker/dealer subsidiaries, AIG has reportedly emerged as the most likely buyer of Woodbury Financial Services. But reactions to the potential deal were mixed.
The CFP Board of Standards plans to release “The Financial Planning Competancy Handbook” in March of 2013. At an estimated 400+ pages, the title may be something of a misnomer, however.
The book, to be published by John Wiley & Sons Inc....
New federal rules are forcing advisors to spell out what they’re charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.
Conventional wisdom holds that households with financial plans tend to fiscally outperform those without. I’ve been skeptical of that view, believing a kind of selection bias is at work: Households with financial plans are often wealthie...
