Category: Advisors

Advisors

Know The Differences Between Brokers And Advisers: Suitability Vs. Fiduciary Standards

In light of the financial chaos that has resulted from the global pandemic, many investors are turning to professionals for advice rather than trying to manage their portfolios on their own. During the long bull market, many investors may have believed they were very smart with their investments, since they were making nice returns, so why pay someone for advice?

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Advisors

Family Offices are Joining the Fight Against COVID-19

The coronavirus pandemic has created unprecedented challenges for the global economy and businesses have been compelled to cope with challenges that a mere few months ago were simply unimaginable. Asset and Wealth Management firms are no exception to this economic anomaly. So how is this industry, that excels at problem solving, coping now that it is no longer ‘business as usual’ and as it faces ‘once in a generation’ economic challenges?

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Advisors

$400M Nicklas Financial Aligns With JFC, Joins LPL

Nicklas Financial, a family-owned business in Jefferson City, Mo., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced earlier this week in a news release.

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