Succession planning is an important piece of practice management for independent advisors, and it is an issue many advisors are facing – or will be in the near future. Simple... read more →
It is hard to believe it has already been more than a year since Congress Wealth Management (“Congress”) acquired Pinnacle Advisor Solutions. We have been working diligently over the past... read more →
There are a wide range of investment outsourcing options available to advisors these days. Undoubtedly, the right one is out there for you and your clients. But why outsource? Findings... read more →
There are many ways to divide different demographics to compare and contrast. One way that has been in vogue in many cultural/social conversations is to look at the financial positions... read more →
Sound asset allocation is the critical foundation for every successful investment portfolio. We at CWM have always preached the need to be diversified, to own quality, and to have patience when... read more →
The American population continues to age, and more and more baby boomers are entering their twilight years. Every day, 10,000 Americans reach retirement age; and baby boomers are retiring with... read more →
Our Chief Compliance Officer has put together a summary of the fiduciary advice exemption PTE 2020-02 for our own Wealth Managers. PTE 2020-02 provides an exemption from the prohibited transaction... read more →
