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Practice Management Articles
Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.
Compensation plays a big role, of course, but so does creating a path to equity ownership.
Same-sex couples have higher incomes and less unemployment than average, so they are just the people financial planners want to have as clients, an expert says.
George Bradley has joined the FPA to manage conferences and other educational programs.
They are holding off on motherhood, which bodes well for their economic and social mobility, and are increasingly earning more than their husbands.
Some financial advisors do not mind sharing the returns they have pulled in for clients. Those numbers, nonetheless, may come with a caveat.
The center is designed to bring together professional development resources, tools and content for financial professionals.
Building a specialized advisor practice using niche marketing can result in increased productivity, profit and prospects for advisors and their clients, says SEI Advisor Network.
Thirty-five percent of advisors questioned think their clients will become more risk averse in the coming year, says a Hartford Funds survey.
Joseph Capital Management has joined Modera Wealth Management to create a $1.5 billion firm.
Financial Advisor Blogs
Portfolio Manager Insights
An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management. + Read more
"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago. + Read more