“The retirement industry is undergoing unprecedented change, giving us a once-in-a-lifetime opportunity to help serious advisers expand their business,” said Steve Jenks, co-founder of Acceleration Retirement. “With access to BrightScope’s industry-leading database and customized prospecting reports, coupled with Acceleration’s best-in-class marketing, lead generation and practice management, advisers won’t need to go anywhere else to win long-term customers and grow their business.”
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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6 -
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6 -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




