Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This years ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Millennials stand to inherit $41 trillion but will any inherit you? Dont assume you can work with the Millennial children the same way you did their parents. Learn what each generation is looking for in an advisor in this white paper.
Geopolitical unrest. Plunging oil prices. Rising rates. The current economic climate bears heavily on investment decisions, but instead of reacting to the headlines, we place todays conditions into a broader context. This enables us to offer actionable ideas that can help investors pursue meaningful opportunity in 2015. Register now to learn how a smart, near-term view can complement long-term objectives.
Oil prices tumbled below $50 a barrel to start the new year. Global financial markets were spooked as investors pondered what lower prices foretold about global growth expectations, and what a precipitous decline could mean for the once-thriving U.S. shale industry. Janus energy analyst and sector team leader Kris Kelley explains why more volatility lies ahead for energy stocks, and what it means for investors.
You know that finding the right focus for your practice is the key to success. But you may also be concerned that a singular focus can limit your opportunities for growth. With LPL, you have the flexibility to evolve your practice on your own terms.
Three of your peersall from different backgrounds, each with a different vision of successgrew their practice by pursuing freedom and flexibility through a strategic partnership with LPL.
Read their stories and learn how you can find the freedom to create your own destiny.