IPC Financial Network Inc. is reporting net sales of its asset management division, Counsel Wealth Management, were $53.9 million in May.
This is the company’s highest level of monthly net sales, says IPC. It exceeds the previous high by over 50%.
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
CEO embezzled bank funds in crypto "pig butchering" scheme
All fund categories reported strong inflows, except for cryptoasset ETFs
Steeper rates have increased the debt load of low- and middle-income households