Advisor Jeff Arber of APR Financial Partners
If an advisor wrote a piece of business and hasn't called the client in over a year, it can't really be
considered stealing. -
What do you think? Weigh in with a comment below.
Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
A proposed "model rule" would give state regulators laws they could adopt to bring their marketing regulations for investment advisors in line with the SEC's.
Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.
Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many factors that can reduce the value of a deal.
AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.
Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.
