Advisers increasingly find themselves playing domestic diplomat in an effort to keep financial plans on course.
Will concentrate on educational activities via radio and TV programs. and other media.
Gary Foose Jr. will join the firm's Houston office.
Previously managed more than $300 million in assets.
Independent advisers continue to be happier at work than their colleagues who are employees of broker-dealers but the gap in job satisfaction among the two groups is narrowing. <i><a href="//www.investmentnews.com/gallery/20140630/FREE/630009999/PH"" target=""_blank"" rel="noopener noreferrer">See how your firm ranks</a></i>
A few important concepts can help clients bring in more during their retirement years.
A new report chronicles the growth of alternative investments from retail to institutional investors. The upshot for advisers: Alternatives have reached the mainstream and are here to stay.
Aging advisers need to ask themselves if selling their practice can fund their own retirements.
More than one-third of firms have doubled AUM and revenue since market lows of '09.
