Changing Of The Guard
Karen DeMasters / Financial Advisor Magazine
The AmeriFlex Group® Continues Affiliation Model With Chandler, AZ Office
Sally Putnam, CFP®, CDFA® partners with The AmeriFlex Group®
Confidence in retirement security dropping, inflation not helping: BlackRock study
A crisis of confidence may be brewing among workplace retirement savers, according to a new BlackRock study.
How to be a winner during this downturn!
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 Fees Race to the Bottom Can’t be Won
The rapid commodification of the financial advice industry ignores one of its most valuable attributes: personalized guidance.
The Next Recession – Will You and Your Practice Survive?
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?
3 Mistakes to Avoid when Switching Broker-Dealers
If you are one of the many advisors who is thinking about making a broker-dealer change, avoid the following three common mistakes.
Why Becoming A Hybrid RIA Helps OSJs Stay Relevant
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.
Ask the Experts: Take Up-Front Recruiting Dollars or Sell My Business?
How An RIA Owner Can Maximize Value: Guidance from Perigon Wealth Management, The AmeriFlex Group, Stifel Independent Advisors
Advisor M&A FOMO is Real – Hybrid RIA Groups Can Be Part of the Solution
Practices Provide Transitional Wealth Planning to Clients in San Diego Region and Beyond