Karen DeMasters / Financial Advisor Magazine
Sally Putnam, CFP®, CDFA® partners with The AmeriFlex Group®
A crisis of confidence may be brewing among workplace retirement savers, according to a new BlackRock study.
During a downturn like the one we’re experiencing now, many advisors seek advice for positioning their practices to win, despite the economic challenges.
The rapid commodification of the financial advice industry ignores one of its most valuable attributes: personalized guidance.
Somewhere in the not-too-distant future is the next market disruption or recession. What can you do now to protect your clients and the value of your practice?
If you are one of the many advisors who is thinking about making a broker-dealer change, avoid the following three common mistakes.
The hybrid RIA model provides a way forward for OSJs seeking to redefine their value propositions, regain their relevance in a changing industry and position themselves for long-term growth and success.
How An RIA Owner Can Maximize Value: Guidance from Perigon Wealth Management, The AmeriFlex Group, Stifel Independent Advisors
Practices Provide Transitional Wealth Planning to Clients in San Diego Region and Beyond