News, Vision & Voice for the Advisory Community


How the NFL Players Association brought financial advisors to Florida to better marry them to its members

Advisors new to the league's program must attend the conference during their “rookie” season

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Jason Cole: I have become less of a traditional fan.

Related Moves

A $4.4-billion RIA in LA made a very 2021 decision to name two women, both 37, co-CEO for a very old-fashioned reason-- accelerated growth--following previous gender diversity moves

Abacus Wealth Partners has quadrupled its assets under management in six years in tangible correlation to its progressive hiring strategy

November 27, 2021 at 12:57 AM



January 11, 2016 — 9:20 PM
I agree that both players and their advisers need to know what they do not know. In my area of selecting and evaluating franchises, I see this gap in knowledge which can be quite costly. Owning multiple units of a franchise can be a wonderful investment so before making such a significant move, have someone on your team with years of franchise industry experience. There’s a lot more to selecting and evaluating a franchise than just crunching the numbers. That’s the easy part.

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