Clients have an outsized view of expected returns, CFP Board approves Husson University's financial planning degree program and a New Jersey advisor pleads guilty to defrauding a client.
A flash poll of over 300 financial advisors shows many favor Trump’s tax plan for their clients—and themselves.
Louis Martin Blazer III worked with the FBI to uncover rampant fraud among big-name NCAA basketball programs.
Key Group Management leaves NPH, Millennials feel inferior to wealthy celebrities on social media and rich parents continue to bail out their kids.
FundKeeper allows for the “ease and transparency of a brokerage account with the cost structure of direct business.”
Take this opportunity to make business model changes that will better position your practice.