Affluent Investors Ask Financial Advisors for Help

No one wants to simply talk to a machine for their financial advice…

When affluent investors feel like they don’t know where to find a safe haven to invest, they turn to their trusted advisors. With all the information and tools provided online to help people invest on their own, affluent advisors still want their financial advisors. However, some still learn the hard way and wait till after they make a poor investment before calling their advisor.

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New Venture in Succession and Continuity Planning For Advisors

If you are a financial advisor looking to grow your business, or if you are thinking of retirement and want to sell your practice, Cambridge Investment Research is launching a succession planning venture, under the name Continuity Partners Group, for 23 advisory firms in the Fairfield, Iowa broker-dealer network.

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