Mirador is a provider of investment data aggregation and financial reporting.
Shannon McLay decided early in her career that the size of her clients' bank accounts didn't matter.
A College for Financial Planning survey also found a third of planners entered the industry to help people.
Three brokers who worked for the company in Abington, Pa., shared the Finra award.
Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.
In deciding what kind of firm is best for them, advisors need to know themselves, Michael Kitces says.
All marriages end, and advisors need special skills for guiding newly single clients.
Advisors who ask this of clients, listen and adjust the financial plan will transform their practices, she says.
The company claims advisors who go through its program will attain at least 38% growth in AUA.
Crusonia Capital Partners will operate out of the same Denver office as Michaud, according to SEC filings.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
