0 visitor like this article | Viewed 3358 times | 0 comment
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.
0 visitor like this article | Viewed 3137 times | 0 comment
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.
0 visitor like this article | Viewed 3073 times | 0 comment
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.
0 visitor like this article | Viewed 3182 times | 0 comment
Summary: The CFP certification may be one of the most popular credentials in the industry. More than 80,000 individuals have become certified financial planners. But earning the right to add those letters after your name is no easy task.
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Cerulli Associates expects another transition of assets and influence, of younger financial advisors succeeding baby boomers across the industry. The financial services research firm estimates that 35.5% of the industry, more than 110,000 advisors, will retire within the next 10 years.
