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News
Want to win in the advisor wars? Then make sure you’re offering plenty of choices
1+ mon, 3+ week ago (494+ words) Choice and culture are key weapons in the advisor playbook when it comes to battling market volatility, according to Centaurus Financial. While the financial advisory industry has seen widespread consolidation in recent years, the national independent broker-dealer offers its network…...
Creative Planning broadens reach in southwest with accounting, advisory firm acquisition
2+ mon, 3+ week ago (318+ words) Creative Planning is broadening its footprint along the Gulf Coast, announcing an agreement to acquire MarkhamNorton Accountants+Advisors, a long-established accounting and advisory firm based in southwest Florida. The Overland Park, Kansas-based registered investment advisor said the deal is set…...
Advisors explain how they ensure their HNW clients meet their cash flow needs
4+ mon, 6+ day ago (508+ words) Just because a person is rich doesn’t mean they have money available. And financial advisors know that better than anybody. Like most Americans, HNW families can occasionally run into cash flow problems. It’s not that they are broke, but tapping…...