Commonwealth Financial Network has launched a year-long coaching program designed to help next-gen advisers build their businesses.
“Interest in the program exceeded our expectations and was limited to 24 participants to ensure that they each received the hands-on training and attention they needed,” Kristine McManus, vice president, chief business development officer and program facilitator at Commonwealth, said in a statement.
Participants set both realistic and stretch goals using an in-house tool that lets them track new clients, referrals, assets and production, and the group holds biweekly calls.
McManus leads the program’s monthly group webinars on topics such as gaining introductions and referrals, the benefits of blogs and podcasts, and working with centers of influence.
A private partnership, Edward Jones is a giant in the retail brokerage industry with more than 20,000 financial advisors.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
