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The global wealth management business has climbed to record highs, but pricing continues to be an Achilles ’ heel for the industry, according to a widely anticipated new study from The Boston Consulting Group released yesterday (Tuesday, May...
Independent broker/dealer Financial Advisers of America has reorganized its senior management to support the firm’s growth and allow senior executives to focus on recruiting advisors. The firm’s former CEO Ken Johnston is now chairman...
Not long ago, Chad Nehring did something he hadn’t done for 12 years: He took a real vacation. Although Nehring runs his Appleton, Wis.-based practice, Conceptual Financial Planning, with a partner, he bears most of the responsibility for...
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...
You know that 95 percent payout the broker/dealer down the street is offering you to join? Sounds very appealing right? But have you pulled back the curtain on that number a little bit? The headline payout numbers offered by firms can often be...
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...
Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y from 2017 to 2052, said Tom Bradley, president of TD Ameritrade...
NAPFA, a trade organization for fee-only advisors, hopes to become the recognized leader in support and business development to the financial planning profession by 2020, and the organization has launched a new branding campaign to reflect that...
Financial advisors should focus extra attention on their 50 best clients to achieve growth and build their “ideal” practice, said Nancy Petrucelli, a coach who has worked with wirehouse advisors for the past 20 years and has the...