Careers

First Clearing President John Peluso talks about the multi-channel model.

Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.

Prospera's Tim Edwards and Tony Montanari discuss what advisors can expect when they join the firm as an independent advisor.

Mindy and Louis Diamond dispel some of the myths and misperceptions that often stop advisors from leaving their current firm for the independence model.

A conversation with Jeff Thomas, Founder/CEO of Archetype Wealth Partners.

Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.