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Summary: Most financial planners are understandably loath to crack open a client’s legal documents, considering them outside their area of expertise.But in every estate planning document there are a number of points that planners can identify to review with clients. Here's what they should look for...
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Summary: My wife and I launched PFI Advisors on September 25th, 2015. One month and one day later, our 6-month old daughter, Layla, had her first seizure. She was admitted into the hospital the next day, October 27th, and stayed there for 6 weeks. It turns out that her brain never fully developed, which has led to seizures, spasms, feeding and digestion issues, vision issues, hearing issues, muscle-development issues, and of course, brain development issues.
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Summary: As advisers continue to break away from the largest securities firms and registered investment advisory firms become larger, more of these independent RIAs are setting up investment committees.
Added on April 2016 in Form an RIA
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Summary: Although not completely obvious, there are many similarities between the sport of mixed martial arts (MMA) and the move to independence by financial advisors.
Added on April 2016 in Form an RIA
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Summary: Robo-advisor platforms may well be attractive to advisors seeking new ways to cut costs, streamline their asset allocation models or engage with younger clients. But some industry lawyers warn of a burgeoning tide of liability for advisors who incorrectly use these dispassionate tools.
