Laura DeGraff of Alden Investment Group on Digital Marketing Strategies for Financial Advisors
A recent interview by L&T with Alden Investment Group CMO, Laura DeGraff, on some of the digital marketing strategies she rolled out for the advisor team Alden.
Wirehouse vs. Broker Dealer / RIA: Which Model Fits For You?
Are you a financial advisor trying to decide what type of firm to join? Or maybe you’re an investor trying to choose the right financial advisor? Whichever group you fall into, you may have come across this question during your […]
How to Choose a Financial Advisor Team to Join
If you’re a financial advisor who has considered either starting your own financial advisor team or joining an existing one, you’re not alone. A 2017 study by Cerulli Associates found 55% of all financial advisors operate in teams. The growing […]
Legislation Changes That Could Impact Your Retirement Plan in 2020
On December 20, Congress signed the first major retirement legislation since the Pension Protection Act of 2006. The “Setting Every Community Up for Retirement Enhancement,” or SECURE Act, was passed as part of a broader effort to avoid a government […]