In the News

How to Judge if an FIA Fits a Client’s Portfolio

April 25, 2018 – Financial Planning
ATLANTIC CITY, N.J. — Clients and their financial advisors have grown increasingly interested in fixed index annuities as the products tie in new benefits while becoming simpler, but they’re still not always the right choice.
Advisors need to weigh the tradeoffs of FIAs, which can include fees, the costs …

3 Ways To Grow Your Business To $15 Billion

13.04.2018
|

April 9, 2018 – Financial Advisor Magazine
Editor’s Note: This article is based on Steve Sanduski’s podcast interview with John Hyland, co-founder of Private Advisor Group. To access more than 100 interviews with industry leaders, subscribe for free to Steve’s podcast, Between Now and Success by clicking here.
“I just had this a-ha …

The Secret Wirehouse Plan to Replace Aging Advisors … With Their Kids

13.04.2018
|

April 4, 2018 – Financial Advisor IQ
Can the adult-age children of wirehouse financial advisors replace their parents – and thereby help the large brokerages cling to their dominance in the asset-management business?
Some wirehouses have taken steps to encourage just such a scenario. At Wells Fargo Advisors, 18% of participants in its …

What Do the Ironman, Death, and More Than 600 Advisors Have in Common?

April 2, 2018 – Belay Advisor

John Hyland was unhappy.
Fresh out of college, the big firm lifestyle of late nights and steak dinners had taken a physical toll. John felt unhealthy and out of shape.
At a tailgate party he heard some friends talking about Ironman races, how impossible they seemed, how no average person …

LPL’s Largest Hybrid RIA Adds 57 Advisors, Tops $14B in AUM

February 12, 2018 – Financial Planning Magazine
LPL Financial’s largest hybrid RIA, Private Advisor Group, added $10.4 million in gross dealer concessions through recruiting in 2017, boosting its assets under management to more than $14 billion and its total client assets over $27 billion.
Private Advisor hired 57 new advisors from firms like Ameriprise, Wells …