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Advisors to focus on 'total return' this year

Advisors to focus on 'total return' this year
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David Settanni , Kim Abmeyer , Rob Schultz , Paul Schatz , Advisory Services , Settanni Financial , Abmeyer Wealth , Heritage Capital ,

More advisors are making the move to RIA, independent models

Cerulli found that independent and hybrid RIA channels saw the largest growth in head count as more advisors make the move. ....

Michael Freeberg , Andrew Blake , Harry Figgie , David Settanni , Settanni Financial , Greenwich Wealth Management ,

RIAs are embracing compliance as a necessary evil

The good news for RIAs sweating over compliance is that an entire cottage industry has developed to provide all manner of support. ....

United States , Chuck Failla , Charles Sachs , Dave Settanni , Kirk Kreikemeier , Rita Robbins , Jason Van Duyn , Liz Watkins , Matt Regan , Gary Schwartz , Kaufman Rossin , Jeff Squires , Madison Advisory Services , Exchange Commission , Royal Alliance , Sovereign Financial Group , Kaufman Rossin Wealth , Settanni Financial , Sovereign Financial , Bridge Compliance , Key Bridge , Crescent Grove Advisors , Relativity Investment Management Consulting , Wealthcare Capital Management , Van Duyn , Wealth Strategies ,