Industry News & Trends
Welcome to your source for relevant news and topics affecting our industry.
Financial Advisor Insights Newsletter
Our newsletter Financial Advisor Insights keeps you informed of the latest news and topics affecting our industry.
Our Newsletter for Financial Advisors >
Book Ownership
Within our industry there's a continuing debate over who owns the client relationship. Is it the Advisor or the firm?
Learn more about Book Ownership >
Book Valuations
There comes a time in every entrepreneur's life when they view their business in terms of its equity/sale value and not simply for the annual income it generates.
Learn more about Book Valuations >
Compensation
No issue in our industry commands more attention and scrutiny than compensation… and deservedly so!
Learn more about Compensation >
Incorporation
Like many other self-managed professionals already reaping the benefits of Professional Incorporation (financial planners, insurance agents and some mutual fund advisors), Financial Advisors will benefit from expanded options on a more level playing field.
Learn more about Incorporation >