The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed in July by President Obama. This will require most financial advisors who have up to $100 Million in assets under management to register through the state instead of the SEC. Previously, advisors only had to register with the state if they had less than [...]
Baby Boomers Looking for Younger Financial Advisors
August 13, 2010 By Leave a Comment
Baby boomer financial advisors are looking for younger advisors to mold and eventually have them take over their book of business. They are finding that younger advisors are scarce compared to how many baby boomers there are these days. The industry is having a difficult time trying to recruit younger advisors to make up for [...]
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