by Patrick M. Kelly | Oct 31, 2012 | Going Independent, Wells Fargo
Wells Fargo Advisors Financial Network has added four practices. With these financial advisors its independent brokerage arm, FiNet, has over 1,100 owners and financial advisors in more than 540 practices, with over $55.5 billion in assets under management. The new...
by Patrick M. Kelly | Oct 26, 2012 | Financial Advisors
The CFP Board of Standards will not subject financial advisors who have declared bankruptcy to disciplinary proceedings. Under the new rules, approved by the Board of Directors, CFP Board will no longer investigate, and the Disciplinary and Ethics Commission will no...
by Patrick M. Kelly | Oct 23, 2012 | Technology
A new app for Facebook, called FutureTimeline, was launched by Fidelity Investments, the first major financial services firm to utilize Facebook’s feature in this way. Hoping to steer the Facebook generation toward its own website, the app allows users to set...
by Patrick M. Kelly | Oct 19, 2012 | Diversity
Census data puts the number of same-sex couples living together in 2010 at approximately 620,000. That trend is expected to grow, according to a survey conducted earlier this year by the Financial Planning Association. The survey of 5,500 FPA members found that...
by Patrick M. Kelly | Oct 17, 2012 | Compensation
How most financial advisors are paid at banks and credit unions has evolved from being based on recent production to being based on at least six months to a year of rolling averages, according to a recent study by Kehrer Saltzman & Associates. When Kenneth Kehrer...