Finance News
Reflecting on the Recruitment and Retention of New Estate Planners
The upward trend in demand is great news for the field, but lack of supply is a concern.
By NB
Jan 30, 2024
Family Business Succession Concerns
Clients often fail to address succession planning in a comprehensive way because they’re wedded to preconceived notions of what should be done.
By NB
Jan 30, 2024
Former Thrivent Wealth Exec Joins RIA 49 Financial
Luke Winskowski, former head of Thrivent’s advice and wealth management division, has joined 49 Financial as president. The Austin-based RIA with just under $1 billion in client assets was the first outside firm to join Thrivent Advisor Network.
By NB
Jan 30, 2024
Elements Offers Free Service to Start-Up Firms
Advisors with fewer than four clients can now access Elements’ digital planning and prospecting platform for free.
By NB
Jan 30, 2024