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Summary: I recently joined an advisory firm I had researched and learned about before accepting its offer. I have a deep background as an advisor, team leader and in sales. I felt this firm offered me the chance to utilize my experience and knowledge and become engaged quickly. The people are great. The firm is top-notch.
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Summary: A new entry-level exam for people who aspire to work in the securities industry should become popular because it will appeal to both job seekers and financial firms, according to training experts.
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Summary:Meet this year's 40 Under 40 winners, showcasing the nation's finest young financial advisers and associated professionals in the financial planning industry. Inside their individual profiles you'll discover their impressive stories, including several who have been elected by their much older colleagues to lead their firms. A few others are military veterans, including one Bronze Star winner.
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Summary: When we look back at this era of the financial planning profession, I think we’ll assign greater significance to a story that many advisors might have missed this year: the wirehouse industry’s sudden misgivings about its Broker Protocol.
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Summary: Matt Sonnen is CEO of PFI Advisors, a leading operations and technology consulting firm. PFI Advisors provides white-glove transition support for billion-dollar breakaway teams. Sonnen previously worked at Merrill Lynch, Luminous Capital, and Focus Financial Partners. Recently, he sat down with Folio President Greg Vigrass for a wide-ranging conversation on breakaways (starting one, purchasing one, or selling one) and technology.
