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Independent Financial Advisors in the 2020s: What to Expect
- December 12, 2019
- Posted by: Grant Cox
- Category: Blog
No CommentsWith the end of 2019 at hand, it’s also the end of a decade of technological progress, industry development, and regulatory change for independent financial advisors. Of course, the end of one decade means the beginning of another …
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Atria Wealth Solutions To Acquire Independent Wealth Management Firm Western International Securities, Inc.
- November 21, 2019
- Posted by: Tavares Davis
- Category: NEXT in the News
New York, NY and Pasadena, CA – November 21, 2019 – Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced an agreement to acquire Pasadena, CA-based independent broker-dealer Western International Securities, Inc. (WIS). WIS was founded in 1995 and serves over 400 independent financial advisors with $13 billion in assets under administration.
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NEXT Advisor James Slaughter to be Awarded for Professional Achievement, Community Contributions
- November 19, 2019
- Posted by: Grant Cox
- Category: NEXT in the News
James Slaughter, co-founder and president of rapidly growing Sierra Ridge Wealth Management, will be honored tonight as one of Sacramento’s 40 Under 40 award winners.
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Why the SEC is being sued over Reg BI
- September 13, 2019
- Posted by: Grant Cox
- Category: Blog, News, Regulation
A coalition of state attorneys general filed a federal lawsuit against the Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rules on Monday…
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Inverted Yield Curve: Why you should take it with a grain of salt
- August 30, 2019
- Posted by: Grant Cox
- Category: Blog, Markets
If you’ve paid attention to financial news over the past couple of weeks, you know that the inverted yield curve has dominated headlines. Historically, this phenomenon …
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Bear Market Survival Strategies: Are You Smarter Than the Average Bear?
- July 18, 2019
- Posted by: Grant Cox
- Category: Blog, Markets, Personal finance, Uncategorized
As the U.S trade war with China continues and signs of a global economic slow-down mount, it seems that a recession may be just around the corner…
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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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How will the government shutdown affect the stock market?
- January 18, 2019
- Posted by: Grant Cox
- Category: Blog, Markets
The partial government shutdown is now the longest in United States history. Without getting into the politics that caused the shutdown, let’s discuss what the shutdown means for the stock market…
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Fintech trends to look for in 2019
- January 11, 2019
- Posted by: Grant Cox
- Category: Blog, Technology
2019 has finally arrived, but the march of time a¬nd the accompanying technological progress continues. With this in mind, let’s look at some tech trends financial advisors should look out for in 2019…
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