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Blog

How Technology Is Helping Advisors Convert Prospects Into Clients

May 19th, 2022
Despite the plethora of digital tools on the market allowing advisors to contact and manage prospective clients, a recent survey finds that less th...

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Avantax Shifts Recruiting Focus To Tenured Advisors

May 18th, 2022
Avantax Wealth Management added 85 advisors in the first quarter to both its traditional independent broker-dealer and its RIA, Avantax Planning Pa...

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FINRA Extends Registration Qualification Window to Five Years

May 17th, 2022
The Financial Industry Regulatory Authority (FINRA) has extended the registration qualification window for individuals to register with another fir...

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