Added on August 2018 in Join an RIA
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Summary: Historically, financial advisors have admired the wirehouse model, in part because of the reputation and credibility those advisors could leverage with new and existing clients. The major wirehouses — Morgan Stanley, UBS Wealth Management, Merrill Lynch and Wells Fargo — stood tall as household names, and affiliation with those brands could give advisors a competitive leg up.
Added on August 2018 in Join an RIA
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Summary: This has been an unusually fruitful season for books for and about financial planners. Not only has there been my book (The New Profession, available on my website) and Julie Littlechild’s The Pursuit of Absolute Engagement (which I’ve reviewed in my publication, Inside Information; for an excerpt from the book, go here), but several other absolute masters of the financial planning universe have recently published four books that add to your chances of success as you grow your business and career.
Added on August 2018 in Join an RIA
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Summary: TD Ameritrade Institutional is continuing its efforts to attract and train the industry’s next generation of independent RIAs.
The firm recently announced its sixth annual NextGen RIA Scholarships of $5,000 each to 12 students pursuing bachelor’s degrees in financial planning, including two awards for students from underrepresented demographic groups.
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Summary: Professions advance when dedicated professionals lead the way. For more than 30 years, the Certified Financial Planner Board of Standards has relied on trusted leaders to advance the financial planning profession.
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Summary: I recently joined an advisory firm I had researched and learned about before accepting its offer. I have a deep background as an advisor, team leader and in sales. I felt this firm offered me the chance to utilize my experience and knowledge and become engaged quickly. The people are great. The firm is top-notch.
