Founders ranked 1st in leading the shift to fee-based revenue
In Financial Planning’s 2019 IBD Elite study, Founders Financial leads the industry in the shift to fee-based revenue model …
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3 Ways to ‘Bear-Market Proof’ Your Business
In this ThinkAdvisor article, Brad Shepherd lays out some strategies for advisors to lead their clients through good times and bad …
Continue ReadingIcon arrowFounders Financial Expands Into Sustainable Investing Strategies
In this ThinkAdvisor article, Peter Murphy, CIO, speaks to the development of the Sustainable Investment strategies available through Founders’ second party asset management platform …
Continue ReadingIcon arrowThe Interdependent B-D Model: The Alternative To Pursuing Size For Its Own Sake
In this edition of Financial Advisor Magazine, Brad Shepherd, Founders Financial CEO, speaks to the true nature of the advisor-firm relationship, and how IBDs should apply the best of advisor-client relationships to advisor-firm relationships …
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