Playbook

Many advisors face challenges building trust with Asian-American clients. Here are key strategies to establish those relationships.

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.

Nearly 7 in 10 Americans say Social Security benefits should be equal for everyone, regardless of marital status, according to a new survey. Financial advisors are skeptical.

Brett Erickson is managing principal of Obsidian Risk Advisors. He also serves on the advisory board of Loyola University Chicago's Center for Compliance Studies.

Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important first step.

Jeff Moore is a seasoned professional with an impressive career spanning over three decades at ATI Restoration. Throughout his tenure, Jeff's strategic vision and industry knowledge have been instrumental in driving growth and expansion for the company. His leadership has transformed ATI from a regional restoration firm with revenue of $20M into America's largest family-operated restoration company, boasting over 70+ offices nationwide and revenue exceeding $900M.

As president and chief acquisitions officer, Jeff leads the executive team, spearheads acquisitions, and is the driving force behind ATI's ongoing growth. Over the past four years, Jeff and his dedicated mergers and acquisitions team have successfully negotiated, finalized, and integrated 18 strategic acquisitions, tripling EBITDA, doubling revenue, and multiplying the number of locations threefold. In addition to his work at ATI, Jeff advocates for the restoration industry and proudly holds the position of President for the Restoration Industry Association (RIA).

Also this week, Raymond James pulls from Ameriprise, UBS from Morgan Stanley and LPL from RBC.

Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.

Brenna Johnson, SVP, product management at EZLynx, is a driving force behind several of the company's newest products. Johnson is passionate about leveraging technology to solve problems for independent insurance agents. As vice president of product management, she is actively involved in all phases of the development life cycle, and hopes to help transform the insurance industry by leveraging technology to improve agency profitability, productivity and serviceability.

Wenyu Chen is a CPA and valuation specialist with expertise in complex securities and financial instrument valuations. He is also a master's candidate in computer science at Georgia Tech.