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.
Those who end up paying more taxes than required on stock sales may well have tough questions for their advisers
Retention contracts at wirehouses winding down; more confidence in going indie
As Europe teeters on financial disintegration and U.S. equity markets end a volatile 2011 having gone nowhere, financial advisers are trying new end-of-year tactics to show client appreciation, cement ties and take care of traditional December business
One RIA firm thinks that it has the solution for smaller advisory firms that don’t have a succession…
Advisory firms that lack a succession plan may jeopardize their chances to recruit the best young talent, according…
A house may be a client's biggest asset, yet many financial advisers ignore this asset when it comes to providing advice.
Companies are ignorant about charges levied by plan managers, advisers.
Wirehouses and big banks, beware: Smaller banks are picking off your wealth management clients. Regional and local…
World aghast that Missy Franklin clings to amateur standing, but sports agent says the move could pay off in the long run
