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Columbia: “Does any one firm have an advantage when it comes to working with the affluent?” asked Donald after my keynote. Before I could respond, he threw in another question, “What do financial advisors need to know...
LPL Financial has recruited a newly formed registered investment advisor, StreamSong Advisors in Grand Rapids, Mich., to its RIA custodian platform. The firm, founded by Thomas Braun, has $1.2 billion in assets under management. Since 2007, LPL...
Despite years of industry hype about how social media can be a valuable marketing tool for advisors, especially among younger prospects, millennials don’t actually want to communicate with financial services firms on social networks. Only 0.03 pe...
If your succession plan involves selling your practice, whether to an outside advisor or to someone inside your practice, chances are the proceeds of that sale represent a large portion of your retirement savings plan. As a result, you’ll...