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Regulation Best Interest passes SEC
- June 5, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
No CommentsThe Securities and Exchange Commission (SEC) voted 3-1 to pass the Regulation Best Interest rules this morning, along with a few other proposals making up its “advice-standards package.” …
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Atria Wealth Solutions Completes Acquisition of NEXT financial Group, Inc.
- June 3, 2019
- Posted by: Grant Cox
- Category: NEXT in the News
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Investment Vehicles: Stocks and Bonds
- May 31, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Stocks and bonds are two of the most well-known ways you can invest your money…
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Annuity basics: What are annuities and how do they work?
- May 17, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance, Retirement
When it comes to investing, everyone has the same basic goal: use money to make more money. However, not everyone has the same risk tolerance…
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Recession: Is there a financial crisis on the horizon?
- May 3, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Things seem to be going pretty well for the U.S. economy at the moment. Real gross domestic product increased by 3.2 percent in the first quarter of 2019 and unemployment is hovering around a historically low 3.8 percent…
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Financial Advisors and Social Media: What your strategy is missing
- April 26, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Practice Management, Social Media
More advisors are using social media to improve their business than ever before, according to a new survey by Putnam Investments …
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Who Plans for the Planner? Financial Advisors and Succession Planning
- April 12, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development
It may seem ironic that financial advisors, many of whom make a living planning for their clients’ retirements, may not have a complete plan in place for their own retirement …
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What your retirement plan is missing
- March 29, 2019
- Posted by: Grant Cox
- Category: Blog, Retirement
Congratulations if you’re one of the many Americans responsible enough to formulate a comprehensive retirement plan …
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Finding a Niche and Building Your Brand as a Financial Advisor
- March 22, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Practice Management
If you think back to your time in grade school, you may remember learning in biology class that there’s a specific niche for every organism in an ecosystem …
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Explaining the rise of independent financial advisors
- March 15, 2019
- Posted by: Grant Cox
- Category: Blog
Over the past few years, the financial services industry has seen an exodus of registered representatives from large wirehouse firms and other financial institutions to smaller, independent financial services firms …