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Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Organizations
- December 21, 2020
- Posted by: nextMarketing
- Category: News, NEXT in the News
No CommentsThe Atria organization was named the fastest-growing broker-dealer network by number of financial professionals and second-fastest-growing by assets in Cerulli Associates’ recently released U.S. Broker/Dealer Marketplace report.
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The SECURE Act Explained
- January 3, 2020
- Posted by: Grant Cox
- Category: Blog, Regulation, Retirement
On December 20, 2019, President Trump signed the “Setting Every Community Up for Retirement Enhancement Act” into law. Better known as the SECURE Act, the law makes several changes to rules governing workplace retirement plans …
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Independent Financial Advisors in the 2020s: What to Expect
- December 12, 2019
- Posted by: Grant Cox
- Category: Blog
With 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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Reg BI: What you can do now to prepare
- October 14, 2019
- Posted by: Grant Cox
- Category: Blog, Regulation
If you’re an independent financial advisor, there’s really no way to know exactly how the SEC will enforce their new Regulation Best Interest (Reg BI) rules, which go into effect June 30, 2020. However, you can still do your best to prepare for the regulatory change…
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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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How to Build a Successful Webinar
- August 13, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Technology
Its 2019 and the way people interact with your business online continues to evolve. It has never been easier to give information to your client base …
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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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To Put or Call? That is the question
- July 5, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Are you tired of investing in boring, old stocks and bonds? Have you been searching for a way to spice up your investments? Search no more, friend. The right option for you is—well, options…
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ETFs and Mutual Funds: What’s the difference?
- June 21, 2019
- Posted by: Grant Cox
- Category: Blog, Personal finance
Hopefully, at this point in your financial journey you have come to understand the importance of diversification…