In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to create marketing materials that set you apart from other advisors.
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Advisors surveyed for 2025 also singled out compensation as an area requiring improvement
Insurer, MGA fined a total of $115K for paying commissions
Revisions aim to prevent disclosure duplication, added burden
Man with "extensive criminal convictions" forged criminal record checks