You rely on your practice and home for food, clothing, shelter and many of your family’s additional desires. If you suddenly pass away or need to retire, the house will still be there, but will your practice still be? [...]

Recently, I had the pleasure of speaking with Mark Schlafly, President and CEO of FSC Securities Corporation, about his thoughts on the challenges wirehouse advisors face during the transition process, and his advice for[...]

Meridian IQ is a relatively new firm, founded and run by industry veterans Nick Stuller and Craig Katz. Nick is a 25-year veteran and was the founding employee, CEO and President of the Discovery Databases. Craig is a 15[...]

Certain things are just facts. No matter how hard we try, no matter how well we take care of ourselves and those around us, we simply will not always be here. But fortunately it’s also a fact that the positive impact w[...]

linkedFA, the first social networking site developed for financial advisors and their clients officially launched on February 11 of this year. linkedFA helps advisors address FINRA supervision and record keeping regulato[...]

Bart Schannep of Schannep Investment Advisors in Tucson, Arizona, was selected by Registered Rep magazine as one of 10 financial advisors across the country, to receive the distinction of Outstanding Advisor of the Year.[...]

How many times have you entered another advisor’s office, or maybe even your own, to find filing cabinets filled with clients’ paperwork lining the walls and a pile of papers protecting the desk from sight? Don’t f[...]

Chad L. Coe, founder of Coe Financial Group, Inc., is recognized as a visionary in the field of wealth management by building his full-service wealth management firm as a values-based business. His focus is on the person[...]

Nicholas Gudz (right) and Phil Flakes (left) have taken a unique approach to helping financial advisors find a broker dealer that best fits their business model. StarPoint Consulting was founded on two key operating prin[...]

I recently had the pleasure of speaking with John Burns about his thoughts on the transition process, and his advice on the challenges facing advisors today, as well as the solutions. [...]