Company expanding its administrative services to yet another custodian's network
The need - and the case - for developing and introducing new talent into the financial advice business has been well-documented: The total number of practicing FAs has been steadily decreasing for years, at a time when more individual investors are in need of advice. Practicing FAs, of course, are also getting older each year, creating a greater need for internal successors in many cases.
Enticing individual investors to trade on their own is a dangerous game, especially in this complex and convoluted marketplace.
Advisers not thrilled by short deadline on variable annuity pullback
More brokers picking stocks for clients -- but are they up to speed?
Overall, firm finds fees coming down and investment choices improving
