Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at a good clip, gaining both clients and assets. But Cheryl Holland, president and founder of the firm, and a 25-year industry...
Financial plans are considered a wise investment for households, but can they save the national economy? A survey commissioned by the Certified Financial Planner Board of Standards suggests maybe.
Women are starting to trip up the rungs of rich lists—one of the last holdouts of male economic dominance, says the Wall Street Journal's wealth report.
Boston: “My clients don’t seem to want to bring any of their friends to my client events,” Randy complained at our recent rainmaker retreat. He then proceeded to tell us about the series of small events he’s held that were...
Morgan Stanley is in the process of testing a pilot program that would allow its financial advisors to interact with clients and others on social media websites Twitter and LinkedIn through pre-approved public updates and private LinkedIn emails...
Fee-only advisors have a significant opportunity to go into the retirement planning business, said Gary Allen, a principal at Prudent Investor Advisors, an RIA specializing in retirement plans. During NAPFA’s annual conference in Salt Lake...
