(Randall Long, Jon Upham) Irvine, California
Tag: Business model
John Prichard Sr. and Blake Thibault (San Francisco, CA)
Mayflower Advisors, LLC Boston, Massachusetts
Telamon Insurance&Financial Network (Newton, MA)
(Rob Kieckhefer, Janet Ganong, Brian Kertscher, Darlene Roslawski, Meghan Madigan) Milwaukee, Wisconsin
JMB Wealth Management/National Planning Corporation (Torrance, CA)
As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.
Investment Research&Advisory Group, Inc. (Atlanta, GA)
Kendall Storch, Phil LeBlanc, David Boucher, Andrew Hershenow, Adam Miloro (Boston, MA)
The 2009 finalists are:
A review of a recent product development
The finalists are:
Retirement Plan Adviser of the Year Finalists
Corporate Advisors Group, NRP, Destin, Florida
Brett Howell, Craig Sharp (Grand Rapids, MI)
According to representatives from LPL, National Retirement Partners, and Raymond James, retirement plan advisers working in the independent channel will have many opportunities to broaden their businesses in the future.
Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model, commented panelists at PLANADVISER’s National Conference in Orlando, Florida this week.
Why be independent? And, when going independent, what business model is right for you?
An increasing menu of product choices and the growth in number of independent registered investment advisers (RIAs) are driving product providers to be more consultative, according to the latest Cerulli report.
Independent advisers claim that new clients who previously worked with brokers lack proper planning documents.