Boca Raton – “Do you think what I wear to the office is important?” asked Fred, a new advisor we met at a workshop. He went on to say, “I recently changed firms and the culture here is different. The advisors I...
Along with family and friends, faith is an essential cornerstone for many. Yet as advisors, we often leave faith out of our conversations with clients, and even consciously avoid it...
After months of legal wrangling, the CFP Board has released 300,000 pages of documents to investment advisors Jeffrey and Kimberly Camarda, who filed a lawsuit against the Board about a year ago. The Camardas first requested the documents in...
HighTower snagged its biggest wirehouse team yet on Monday. A team of four former Morgan Stanley advisors with $600 million in client assets joined the HighTower Network as Gryphon Financial Partners this week...
Almost every advisor must come up with a valuation for their firm at some time or another—whether it’s to sell or merge with another firm. And for some, it’s more of an art than a science. How do you put a price on your firm? The...
