After months of legal wrangling, the CFP Board has released 300,000 pages of documents to investment advisors Jeffrey and Kimberly Camarda, who filed a lawsuit against the Board about a year ago. The Camardas first requested the documents in...
HighTower snagged its biggest wirehouse team yet on Monday. A team of four former Morgan Stanley advisors with $600 million in client assets joined the HighTower Network as Gryphon Financial Partners this week...
In our final installment we come to the ultimate conclusion - moving day. There are critical moments leading up to and on moving day. Whether it is passing everything through in house and external legal counsel or dealing with colleagues and...
The Rummage Group breaks the industry into firms, models and types. There are about 2,000 broker dealers and over 10,000 RIAs that employ financial advisors. Making up these firms are about 10 models; wirehouses, regional firms...
Why does financial planning have a hard time gaining traction in higher education?
Making financial planning a viable academic pursuit for undergraduates is meant to overcome one of the industry’s big obstacles: the fact that young people just don’t seem that interested in joining it. Consider that only 11 percent of...
