by Proactive Advisor Magazine | Apr 27, 2022 | Practice Management Tips
Lanny Marks, CPA, CFP, AEP • Boca Raton, FL.Marks & Associates • Securities America Inc. I think most financial professionals of my generation were introduced to the business when it was dominated by stocks, bonds, mutual funds, buy-and-hold...
by Jerry Wagner | Apr 27, 2022 | UpClose
The pitfalls of DIY investing for your clients The pitfalls of DIY investing for your clients Investor biases and human nature work against successful self-directed investing. Turnkey asset management establishes the procedures and performs the...
by David Wismer | Apr 13, 2022 | Advisor Interviews
Empowering clients through education and collaboration Empowering clients through education and collaboration Lanny Marks, CPA, CFP, AEP • Boca Raton, FLMarks & Associates • Securities America Inc.Read full biography below Proactive Advisor...
by David Wismer | Mar 23, 2022 | UpClose
Do behavioral biases also affect financial advisors? Do behavioral biases also affect financial advisors? Individual investors have well-documented behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit...
by Katie Kuehner-Hebert | Feb 16, 2022 | Advisor Interviews
Clients still need—and want—to build wealth after retirement Clients still need—and want—to build wealth after retirement More retirees are increasingly seeking a higher standard of living in retirement, while also living longer. Advisors need to meet...
