Compass Wealth Solutions, a three-adviser practice in Portland, Indiana, that oversees $221 million, has switched its affiliation to Woodbury Financial Services from Raymond James.
Woodbury is a unit of Advisor Group.
Compass is led by Annette Alexander and includes registered representatives Tamra Kaufman and Brandon Mock, and two staff members.
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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