LOGIN
Subscribe

March madness boosts the profile of one small Kentucky advisory firm

Starting today, viewers will be glued to the TV for the NCAA men's basketball tournament. But one financial firm in Kentucky is drawing clients in with its own tourney attraction

Starting today sports lovers will be glued to the TV for the NCAA men's basketball tournament. But one small financial firm is drawing clients in with its own March Madness attraction.

Adviser Johanna Fox Turner said her office started an NCAA tourney betting pool five years ago at her CPA firm,

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Financial planners rebuffed by military

Financial planners rebuffed by military

Thanks, but no thanks. That's the message a wary U.S. military is sending to financial advisers who want to offer free financial planning to active-duty servicemen and women.

Advisory firms learn how to ‘dress’ for sale success

Advisory firms learn how to ‘dress’ for sale success

Just like some home sellers who resort to a fresh coat of paint to enhance their home's “curb appeal,” financial advisers can take steps to help their practices sell faster and for a higher price.

New Form ADV-2 adding costs, confusion for advisers

New Form ADV-2 adding costs, confusion for advisers

A new rule aimed at making the financial advisory business more understandable to clients is giving advisers a headache.

New Form ADV-2 adding costs, confusion

New Form ADV-2 adding costs, confusion

A new rule aimed at making the financial advisory business more understandable to clients is giving advisers a headache.

Genworth adds Eaton Vance portfolios to its platform

Genworth adds Eaton Vance portfolios to its platform

Genworth Financial Wealth Management Inc. has appointed Eaton Vance Investment Managers as a portfolio strategist for its client accounts.

Latest news

Investors are impatient, they want big earnings

Investors are impatient, they want big earnings

‘I want to be a catalyst for change’

High school financial literacy education now mandatory in Oklahoma

Carson expands East Coast presence with three new locations

Do private debt fund returns offset their risks?

Tragedy at BofA as 25-year-old trader dies at industry event

Finra dings small Calif. B-D over Reg BI, missing red flags

Does the Dow hitting 40k matter?

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print

Subscribe

Get unlimited access to InvestmentNews

Subscribe for just
$19.99 per month.

Subscribe