Edward E. Matthes pleaded guilty to wire fraud charges last year; his 27 victims included many elderly investors as well as his parents, according to the Justice Department.
With a growing number of advisors looking to quit the business in the coming decade—and a potentially smaller pool of successors to choose from—it’s time to rethink your exit strategy.
The rebalancing of MTUM's quant strategy will push the weighting of financial stocks to a third from less than 2% currently. The technology sector will slide to 17% from 40%.
The financial planning business model is evolving rapidly from the days of when it was a time-consuming and complex loss-leader. Attend this webinar on May 25th to learn from top industry executives as they share their journey in repositioning and re-introducing financial planning to their firm’s thousands of advisors through subscription models, retainers, and other fee-for-service arrangements.
