National Financial Partners announced its acquisition of Fusion Advisor Network Thursday morning. The question is, can NFP turn Fusion’s high-end, consultative approach into higher production for its reps?
To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel. Many hail from telephone, utilities and tobacco ...
Branch office managers are being squeezed out of the industry they helped build. So where do they go? Most find their skills easily translate elsewhere in the financial services arena.
Socially responsible and morally responsible mutual funds have continued to gather assets in the last couple years, but the performance of these funds is still up for debate.
