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April 5, 2019
The Era of Trump Trade Policy and Brexit Pushes Advisors to Answer Tough Questions
FAs need to become fluent in trade-policy talking points to answer client questions, experts warn.
Conventional Wisdom on Next Gen Wealth Transfers Might Be Dead Wrong
Less than a third of HNW client’s kids actually move assets to new wealth manager
Carson Group Plans $80 Million Spend on New HQ
The project aims to house Carson’s 300 current employees and allow room for growing its staff and advisor ranks.
LPL Nabs Kestra-Aligned Practice with $11B in Retirement-Plan Assets
Strategic Retirement Partners works with more than 700 retirement-plan clients.
F.L.Putnam Uses Key Acquisition to Deepen New England Offerings
New Hampshire-based Financial Focus oversees $275 million.
Why Big Firms Have Paid Billions in ERISA Class Actions
Nonprofit finds 201 settlements or verdicts involving the largest 1,700 public and private companies.
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|