Founders ranked 1st in leading the shift to fee-based revenue
Financial Planning, 06/10/19
3 Ways to 'Bear-Market Proof' Your Business
Brad Shepherd lays out some strategies for advisors to lead their clients through good times and bad.
Founders Financial Expands Into Sustainable Investing Strategies
Peter Murphy, CIO, speaks to the development of the Sustainable Investment strategies available through Founders' second party asset management platform.
Founders Financial Launches Sustainable Investing (SI) Strategies, Expanding The Offering Within Freedom Capital Management Strategies, Its Second-Party Asset Management Platform
Press Release, 08/27/18
Founders Financial Appoints Hank Multala As Head Of Business Development
Press Release, 07/10/18
The Interdependent B-D Model: The Alternative To Pursuing Size For Its Own Sake
Brad Shepherd, 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.
FA Magazine, 07/06/18
Founders ranks 8th in the highest average payouts per producing advisors
How to Lead Clients in Bullish Markets
In this video at the 2018 FTJ FundChoice Advisor Summit, Founders' CIO Pete Murphy speaks about how to communicate with clients and help them remain focused.
Fast-facts and details on our one-of-a-kind enterprise.
As Good As It Gets?
An exploration of the standards present in our industry among advisors and broker/dealers.
Are You Really Independent?
Brad Shepherd, CEO, contrasts the notion of independence with the value of a true parntership.
eMoney Case Study: Founders' Tech Stack
Learn how our enterprise-wide approach gives advisors a competative advantage.
Our chairman, Michael Brooks, speaks to how our uncommon enterprise serves advisors differently.
An overview on Founders' holistic yet flexible tech stack and how we built it.
Learn about FCMS®, the asset management platform that liberates advisors to do what they do best.
Learn how this unique enterprise management program can bring joy and balance to your life.
FCMS® One Sheet
Learn what the Second Party Asset ManagementTM platform has to offer and how it protects your value proposition.
Integrated Professional Services
Partnered staffing and outsource solutions for running an efficient financial planning enterprise.
Strategic Enterprise ProgramTM
Learn more about our leadership development and practice management offerings.
Tools & Technologies
Learn more about how we approach technology to help you power your business.