If you’re afinancial advisor or plannerlooking ahead to make 2024 travel arrangements, annual conferences may already be on your radar. Although many don’t announce exact dates and locations until eight to 12 months in advance, organizing your schedule aroundfinancial advisorconferences can be wor...
Single advisor firms still dominate the market. However, the average number of advisors per firm is rising, indicating a shift towards medium-sized and large outfits. Financial advisors play an important role in serving retired individuals and those approaching retirement. However, the enduring ...
While financial planning itself is celebrating its 50thanniversary this year, for most of its history, being a financial advisor meant being a solo ‘producer’ who worked for an insurance agency or a broker-dealer, largely compensated by commissions. Which meant very few individual advisory firms ...
The CNBC Financial Advisor Summit brings together forward-thinking advisors to hear from industry heavyweights about the state of the markets and to learn new and innovative ways to address the needs of their clients and their firm. The mid-year virtual conference will feature discussions on how t...
Annual General Meeting The Annual General Meeting of the Company will be held at 9:30 am on 10 September 2024 at Thomas House, 84 Ecclestone Square, London SW1V 1PX. Full details of the agenda for this meeting are included in the Notice of the Annual General Meeting on page 92 of the...
1 Accounting Department, College of Business Administration, King Saud University, Riyadh 12372, Saudi Arabia 2 Management School, University of Liverpool, Grove Building, Liverpool L69 7ZH, UK * Author to whom correspondence should be addressed. ...
A panel of globalists at the World Economic Forum meeting in Davos remarkably admitted that President Trump and his America first movement has defeated their agenda. In a segment of their discussion focusing on Trump’s election victory, former Defense Department official Graham Allison, now a prof...
Financial advisors often engage with a variety of prospects, each with unique needs and motivations. Some prospects approach an advisor with an immediate 'problem to be solved', such as a fast-approaching retirement date. These situations often narrow the focus of the prospecting conversation, givin...
We are independent advisors with a fiduciary responsibility, bound by law to put our clients’ needs first, not those of a brokerage or insurance company. Our clients love that this allows us to give them the best and most unbiased advice possible, with no hidden or predetermined agenda....
Goals based financial planning is a process designed to help you achieve your financial life goals, and the process works best when you trust your financial advisor and fully understand and implement their advice. We take great pride in building strong relationships with our clients so that we ma...