Blog Entries by Wes Campbell, Account Manager

Long Live the King: The 3 Keys to Succession Planning for Advisors

By Wes Campbell, Account Manager on Wednesday, August 24th, 2011

Every day, I talk to advisors about their business. One of the most popular subjects we discuss is succession planning. It’s a hot topic these days, and as a result of my conversations, I’ve decided to do a bit of research into it. Now, just to be clear, I’m not someone who plans on ever owning my own advisory firm, but I find the topic to be very intriguing nonetheless. After reading many articles and even sitting in on a succession planning seminar at the TD Ameritrade conference, I’ve come to realize just how complicated it can be to successfully pass the torch from one advisor to another...Read More »

Young 401k Investors: The Lifetime Clients of Tomorrow?

By Wes Campbell, Account Manager on Friday, June 17th, 2011

Today, 401k retirement plans are gaining popularity faster than ever. Not only are more and more companies offering them, but many of these companies are starting to provide automatic employee enrollment. That means the need for proper investment advice is becoming increasingly important as 401k account holders seek professional guidance. In particular, there is a growing legion of young employees who are opening 401ks as part of their benefits package as they enter the workforce. Many of these individuals are inexperienced when it comes to investing, and eager to get advice from seasoned investment experts who can help them maximize the long-term value of their portfolios.....Read More »