Why are advisors not protected by the Broker Protocol—and sometimes facing significant garden leave—willing to take on the added risks to become independent?
Matthew Blocki tells Michael Kitces how he transitioned his practice from more than 100 transactional insurance clients a year to focusing now on his 15 affluent clients.
Commonwealth names a new president and COO, one survey finds financial advisor is the most in-demand job in finance and accounting, and Voya advisors can now offer securities-backed lines of credit.
