Added on November 2017 in Join an RIA
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Summary: If you’re an advisor looking to change firms or a newly minted advisor looking for his or her first job, you should check out this information.
Added on November 2017 in Join an RIA
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Summary: Financial planning education is a fast-growing field. To better understand what students are looking for, their backgrounds and how they came to choose financial planning as a career choice, TD Ameritrade reached out to CFP Board-registered undergraduate program directors and analyzed their responses in a new survey.
Added on November 2017 in Join an RIA
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Summary: In the first episode of her podcast on independence for financial advisors, Mindy Diamond explores the origins of the space, the backstory of its explosive growth, and introduces key players behind the momentum. She discusses key trends to be aware of, why so many advisors find independence attractive, and defines the profile of a typical independent advisor.
Added on November 2017 in Join an RIA
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Summary: Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the schools.
Added on November 2017 in Join an RIA
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Summary: In my role as vice president, field development at Commonwealth Financial Network®, I talk to a lot of financial advisors about how our firm can help them build the business they've always wanted. For advisors already in the independent channel, the conversation is often relatively straightforward: they want to know if we can give them what their current broker/dealer isn't delivering. These folks are used to running their own show and primarily looking for a better support system to help them do it.
