The head of LPL Financial on where he gets his news, how he gets to work and why he actually schedules down time in his day in order to be more productive.
Recent financial planning graduates of CFP-Board registered programs can now refer to themselves as “CFP candidates,” a rule change aimed at boosting completion levels of the designation among young advisors entering the industry. ...
A lot can happen in one year: the Winter Olympics in Russia, the implementation of Obamacare, and global unrest in the Ukraine, Syria, Iraq and Israel. While all that was going on, these individuals were out there pounding the pavement, trying to...
Nicholas Schorsch has done it again. The executive chairman of RCS Capital Corp. (RCAP) has acquired independent broker/dealer VSR Financial Services, adding $12.3 billion in assets under administration and 264 advisors to RCAP’s independent...
Industry coaches are always stressing the power of referrals. And true, passive referrals from existing clients was the top marketing method for attracting new clients in 2013, according to WealthManagement.com’s AdvisorBenchmarking RIA...
The future is up for grabs, shaped by innovators, renegades and entrenched players finding new areas of endeavor to mark as their own. Every year, REP. magazine surveys the landscape to find the 10 individuals whose names may be unfamiliar to you...
