Gen Y Planning's Sophia Bera details why she uses a one-page financial plan and an action checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation clientele.
iM Global will use the asset management firm, which has about $4 billion in assets under management, as an extension of its distribution subsidiary, iM Global U.S., and plans to keep the wealth management unit independent.
Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.
Well known to many financial advisors, the longtime director of Raymond James' Advisor Choice Consulting was remembered by dozens of industry colleagues on social media Tuesday.
