News & Insights

Mar 19, 2019

Part III: Starting a new advisory firm: Selecting technology

Perfectly integrated technology is vital to the success of your firm. Choosing an ideal fit is difficult Read More

Mar 12, 2019

InvestmentNews Article: Part II: Starting a new advisory firm: How to outsource and structure your practice

When starting again, cash flow is key, but so is efficiency. That means quickly and wisely choosing what Read More

Mar 5, 2019

InvestmentNews Article: Part 1: I started a firm in 1993. Here’s how I’d build one in 2019

The most important thing a financial adviser needs is a steady stream of new clients. Yet, although Read More

Feb 6, 2019

Hanson McClain Announces Name Change to Reflect Changing Retirement, Additional Services

SACRAMENTO, Calif., February 6th, 2019 – 26-year old, award-winning independent investment Read More

Feb 1, 2019

Hanson McClain Advisors Announces Agreement to Acquire Hugh B. Phillips Retirement Group

SACRAMENTO, Calif., Feb. 1, 2019 – 26-year old Hanson McClain Advisors (“Hanson McClain”) has Read More

Nov 5, 2018

Hanson McClain Advisors Announces the Addition of Tax and CPA Services to its Offerings

SACRAMENTO, Calif., Nov. 5, 2018 – Hanson McClain Advisors, a leading financial planning Read More

Jan 4, 2018

Hanson McClain Advisors Announces Agreement to Merge with Simply Money Advisors

SACRAMENTO, Calif., Jan. 4, 2018 – Hanson McClain Advisors (“Hanson McClain”) and Simply Read More