Strategic Planning Group, an accounting and planning-oriented advisory firm managing $220 million in Fishers, Indiana, has changed its affiliation to Commonwealth Financial Network from Cambridge Investment Research.
Strategic Planning group is headed by firm president and adviser John Wood.
Joining him in the move are adviser and accountant Chris McCauley, accountant and director of taxation services Kerry Zerla, and operations manager Julie Ogle.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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