The latest iteration of Succession Link will offer compatibility ratings and other features to expedite the M&A process for potential buyers and sellers.
J.D. Power's 2019 Financial Advisor Satisfaction Survey found Commonwealth Financial was the top-ranked firm for satisfaction among independent advisors, while Edward Jones took the top spot for employee advisors.
Model FA's new site includes a blog and podcast series with financial planners and experts on how to build and thrive as independent advisor or firm in the industry.
The Massachusetts-based advisor recommended his clients invest with Aequitas, but failed to disclose a loan he took out from the Lake Oswego, Ore.–based alternative investments firm that made a bad bet on student...