Financial Planning

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill 

Posted on August 4, 2022
Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, …
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M&A and Succession

An Overview to Buying and Selling a Financial Advisor Book of Business

By: Carson Group
Michael Belluomini, Vice President, Mergers and Acquisitions   Mergers and acquisition activity in the wealth management space is hot. What's driving this wave of deals? M&A gives advisors the …
Business Management

7 Reasons Excell 2022 is a Can’t-Miss Conference

By: Erin Cox
There are countless reasons for you and your team to attend Excell 2022 – from inspiring speakers to the networking opportunities to the Las Vegas setting. Whatever you’re looking …

Diego A. Verdugo: Paying It Forward Yields Personal Dividends

By: Jamie Hopkins
Lifelong learning is the key to success, a philosophy Diego A. Verdugo embraced as a kid and carries on to this day. As Director of the Knowledge Hub for …
Business Management

What Successful Financial Advisors Do When Market Volatility Strikes

By: Carson Group
After market volatility strikes, some advisors will be sitting on a stack of referrals. Business is up. Others will be crawling out from under their desk and catching their …
Business Management

5 Questions You Must Answer to Make the Right Decisions in Life and Business

By: J.J. Peller
What should I do? This is the question most of us start with when we want to figure out our next move in life and business. Unfortunately, it’s not …

Dr. Howard Liu: Reconnecting for Better Mental Health

By: Jamie Hopkins
Dr. Howard Liu has had a front-row seat to the mental health impacts of the pandemic through his work as a child psychiatrist and Chair of the University of …
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