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Summary: Let’s face it, just starting your firm took a lot of hard work and it certainly doesn’t get any easier as you’re continuing to grow it. You are responsible for everything, the decisions, the revenue, and, of course, the expenses. Basically, it’s all on your shoulders and failure is not an option.
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Summary: Folio Financial says it has rolled out a new robo-advisor platform for both financial professionals and investors that includes tools for goals-based financial planning and specialized portfolio building.
Added on December 2018 in M&A Issues
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Summary: Broker-dealer M&A activity continues as 2018 draws to a close, with Wentworth Management Services on Friday announcing its acquisition of World Equity Group, a midsized independent broker-dealer outside Chicago with close to 180 brokers and nearly $40 million in annual revenue.
Added on December 2018 in Join an RIA
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Summary: [Podcast] An episode for all members of the wealth management community, from those at wirehouse firms to independent business owners.
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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.
