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Summary: When it comes to retirement, one would think that financial advisors would be as meticulous with their own personal retirement planning as they are with that of their valued client base. This has too often rarely been the case, though, and nowhere is this more evident than in the sunset programs many a wirehouse advisor has agreed to.
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Summary: Because hiring is not easy, and retaining good employees can be even more difficult, we tapped the insights of Caleb Brown, author of the new book "Successful Hiring for Financial Planners: The Human Capital Advantage."
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Summary: I’ve been in the investment advisory business for a long time. I’ve been through a number of significant market ups and downs and have always managed to work with my clients in a way that shows them what I am doing, gives them confidence and helps them approach any changes with calm.
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Summary: The CFP Board’s Center for Financial Planning isn’t just talking about diversifying the advisor workforce, it’s trying to do something about this stubborn problem for the profession, and CFPs themselves are at the center of that solution.
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Summary: Just as cable providers have started to unbundle their packages, firms and vendors in the financial advisory space have also started to unbundle their offerings. The days of the “take it or leave it” ecosystem are over, and independent financial advisors should take full advantage of this budding trend.
