Restoring Trust in the Financial Planning Industry

In tumultuous economic times, and after numerous financial scandals and stories of outrageous financial prophets, more than a few fortunes were soon parted from their unknowing owners. The financial services industry has always had a black eye.  A Harris Interactive poll was done a few years ago asking Americans whether they trust the advice they’re […]

Why Most Investors Now Choose Independent Advisors

There has been plenty of industry buzz over the past few years around the so-called “breakaway advisor movement,” a long-term industry trend where many financial professionals are leaving behind their broker-dealer and wire-house affiliations to go independent. This movement is accelerating rapidly; however, little attention has been paid to an equally powerful industry trend: the […]