by Patrick M. Kelly | Oct 25, 2013 | Commonwealth Financial Network, Workplace
For the third time in a row, J.D. Power and Associates ranked Commonwealth Financial Network as having the “highest in Independent Advisor satisfaction among financial investment firms.” Commonwealth achieved the highest score in seven areas of advisor satisfaction—...
by Patrick M. Kelly | Oct 4, 2013 | CFP Board of Standards
“In the wake of controversies involving some advisors use of the term “fee-only,” the CFP Board of Standards has temporarily removed the designation from its Web site.” According to fa-mag.com reporter Karen Demasters, “The CFP Board maintains a Web site to help...
by Patrick M. Kelly | Jul 6, 2012 | Advisor Profiles, Financial Advisor Directories
At AdviceIQ, financial advisors, whether from a wirehouse, IBD, RIA, bank brokerage or wherever, can only get listed in the directory if they have zero complaints on their records. Therefore, an investor cannot search for compliance issues about their advisors because...
by Patrick M. Kelly | May 11, 2012 | Financial Services Industry
Banks looking to increase their investment revenue could do better by focusing on reducing the size of advisors’ territories and hiring more financial advisors, according to PrimeVest’s latest white paper on “growing investment programs.” According to Catherine...