INSIGHTS
News, Articles and Financial UpdatesFAs Must Go Beyond Technical Expertise to Drive Effective Post-Pandemic Client Service
With technology ubiquitous and remote work the norm, wealth management firms are focusing on helping FAs drive deeper client relationships as...
Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL’s Acquisition of Waddell & Reed
OLYMPIA, WASH. (PRWEB) SEPTEMBER 28, 2021 Financial Advocates, LLC (FA), the largest Office of Supervisory Jurisdiction (OSJ) with LPL in the...
LPL Nabs $150M FA Practice from Blucora’s Avantax
LPL Financial says it has lured another wealth management team from Avantax Investment Services, part of Blucora. Longview, Texas-based Benchmark...
Cracking the Code in Financial Services From a Catamaran
Running a business of any kind is a daunting task in the best of times. But on a boat in the middle of a pandemic? That’s a gamble Christian D’...
Financial Advocates Celebrates 25 Years in Business, Expands Marketing Consulting Services to Support Financial Advisors in 2021
The company’s high-touch service continues to strengthen the arsenal of tools independent advisors need for success in 2021 Olympia, WA —...
Building a Strong Succession Plan is a Marathon, Not a Sprint
The oldest and most prestigious road race in America – the Boston Marathon – is a bucket list race for runners. Between its grueling Heartbreak...
The Financial Planning Trends to Leverage in 2021 and Beyond
The year 2020 has been all about resilience. While advisors know to expect levels of volatility within the market, the ways in which we conduct...
Financial Advocates Investment Management Selects KCD PR as Agency of Record
Financial Advocates will capitalize on KCD PR’s advanced capabilities to boost the company’s strategic communications platform San Diego, CA —...
How The COVID-19 Pandemic Is Changing Priorities When It Comes To Financial Planning
More than six months into the worst pandemic in over 100 years, it goes without saying that the COVID-19 crisis has upended life for nearly...
Providing The Best Financial Guidance For An Underserved Client Segment: Those Already In Retirement
It’s that wonderful time of year again – and we don’t just mean the fall weather, beautiful foliage, and pumpkin spice lattes. October is...
