Advisors Paul Castro and Erik Steudle recently joined Good Life, an LPL Financial large enterprise, from UnionBanc Investment Services and Ameriprise, respectively.
Gen Next Wealth Founder Emlen Miles-Mattingly details why and how his firm is moving away from assets under management and toward a monthly subscription model.
Some advisors report that few clients have asked any questions resulting from the new disclosure document, leading them to wonder if they are reading it at all. 'I think people might just be a little bit numb to the amount of disclosures.'
Advisors could have better prepared clients for the chaos by relaying the inevitability of unforeseen events and finding ways to mitigate their impact, according to panelists at Riskalyze Fearless Week.
Advisor Esther Szabo braved her way through a very scary and uncertain time about six years ago, when her late husband went into cardiac arrest in the middle of their Russian vacation.
