“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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By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.
1h ago -
Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding them away from the common bias in a midyear meeting.
2h ago -
Industry lawyers and recruiters share the key steps bank-based advisors can take to avoid litigation or lower legal exposure when moving clients to a new firm.
5h ago -
The Swiss banking giant sees its net new assets fall off again, largely owing to tax withdrawals, CEO Sergio Ermotti said. But ongoing advisor departures are also a culprit.
6h ago -
Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money misbehavior.
July 28 -
In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.
July 28









