Lavonne Kuykendall
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Delaware-based adviser Frank Levy bought a 100-year-old house and spent six months renovating it into his firm's offices.
Prospective clients rarely have asked adviser Lee Munson to justify his asset management fees. That is, until now,…
Seeking an alternative for a face-to-face meeting with clients that just isn't convenient? Try Skype.
More than half of financial advisers at major financial firms like the idea of becoming RIAs, but many…
Survey shows a shift in what filers plan to do with checks from the IRS; 'more reserved and cautious'
After pocketing a $1 million Make Me Rich jackpot last fall, Detroit-area lottery winner Amanda Clayton is getting…
A lawyer who works with breakaway brokers says that his workload so far this year is double what…
Advisers are largely failing to answer their female clients’ most pressing question: What’s the difference between being fee-based…
The SEC has filed a cease-and-desist order against an Illinois who called himself a registered investment adviser and a representative of a broker-dealer online and used social media in an attempt to scam gullible investors.
Advisers counseled to write down job functions and work flows on sticky pads; like a storyboard
