How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be...
After 25 years as a financial advisor, Elizabeth Brickman decided in 2012 it was time to step back, sell the firm, and turn her attention to the books she wanted to write. ...
Richard Sawyer, founder and past president of Norton Financial Services, a firm based in the greater Portland, Maine area, had worked in the financial services industry for more than two decades when a brush with cancer made him start seriously...
No advisor wants to think about one of their clients getting hurt or ill to the point where they’re physically not able to continue working. But every advisor should plan for it...
