From CNBC
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Summary: If you're a healthy person in need of a checkup, you make an appointment with your general practitioner. But if your issues are complicated, you probably want to see a specialist who's an expert in the field. There are usually plenty from which to choose. Unfortunately, it isn't always as easy when it's your financial health at stake. The majority of financial advisors are generalists whose clients have a wide array of needs.
From Financial Advisor IQ
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Summary: When Jacob Gold was starting out as a financial advisor 14 years ago, he felt that his relative youth — he was then in his early twenties — kept people from taking him seriously enough. So, in an bid to seem more seasoned, he signed on with a community college to teach a course in financial literacy.
From Financial Planning
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Summary: The conference, "Evolution Now: Adopting and Thriving in a Changing Environment 2015 and Beyond" will highlight new and fast changing developments in public policy, technology and practice management says NAPFA chief executive Geoff Brown. It will be held from October 21 to October 24 in Charlotte, N.C.
From Financial Advisor Magazine
Added on September 2014 in M&A Issues
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Summary: A couple of years ago, the principals of two high-profile financial advisory firms, one from Virginia, one from Chicagoland, were looking across a desk at one another pondering a merger of their firms when they came to a moment that almost crashed the whole thing.
From InvestmentNews
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Summary: Only 20% of America today is part of a "traditional" family like the one portrayed in the show "Leave it to Beaver." A new survey suggests there's a large potential market for advisers who can create a profitable business model to offer financial help to single-parent households, multigenerational households, same-sex households, boomerang families, blended families and everything in between.
