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The FCA’s uphill fight to end phoenixing

Advisers are calling on the FCA to step ... ISJ Independent Financial Planning director Lena Patel says: “We should care about phoenixing; it’s reputational damage to the profession. We are struggling ... read more

Super OSJs, Like Stratos Wealth Partners, Offer “Supported Independence” to Entrepreneurial Financial Advisors

Read Rise of the Super Models: Myths and Realities in the Financial Services ... to the typical 40 percent payout they typically what they get in a wirehouse or bank model.“ The other value propositio... read more

Americans are clueless when it comes to personal finance

A recent study of 1,000 Americans over the age of 30 found less than half of participants could confidently explain what a 401(k) is. The research examining people’s grasp of financial terminology ... ... read more

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Study examines social connections and impacts of financial fraud

Umit Gurun, co-author of the study, is a professor of accounting in the Naveen Jindal School of Management at The University of Texas at Dallas. Credit: UT Dallas The infamous Bernie Madoff financial ... read more


Why Even the Rich Don't Trust Themselves with Their Money

Even wealthy investors say a volatile stock market puts them on edge, perhaps because so much of their money is bound up in stocks. A new study finds that almost 40% of affluent investors don’t trust ... read more

More advisers are embracing the virtual world

“People are busy ... Cambridge adviser technology study “If you don't have the ability to hold virtual meetings, you're a little behind on the tech curve,” said Daniel Lash, 40, a partner at VLP Finan... read more

Silicon Valley’s Equity Gap: Women Own Just 9%

We believe this is the first comprehensive public study of cap table data by gender ... Discuss and benchmark your offer with people you trust; ask counterparts to share their equity and ... read more

Toll Road move surprises

“I don't think anyone at the time thought it could be amended without coming back to the people's representatives,” said ... Contracts for them – Berger and PFM Financial Advisors – were released when ... read more

RIA Website Study: Inbound Marketing Produces Better Quality Website Visitors

One of the most important tools in marketing for financial advisors is a ... visitor behavior from people who found the site through an organic search. The firms included in the survey have assets und... read more

The Best and Worst Federal Reserve Chairs

Just as today's investing gurus had gurus of their own, or Main Street investors have smart financial advisors ... Buffett continues to study investing. "I have found that most successful ... read more

The Five Questions You Need to Ask Your Financial Advisor Right Now

What sets people apart sometimes, though, is as simple as the questions they ask. True 1-percenters have this down pat-even if they don't have a gazillion dollars. Here are five things you need to ask ... read more

These personality tests help advisers make the right hiring call

Accredited Investors' 37 employees, including 22 advisers, have a strong group culture the firm wants to retain, he said, so it has worked with an industrial psychologist to build tests that target ho... read more



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