InvestmentNews Article: Advisory firms’ value is tied to the market’s value
With the stock market hitting all-time highs, many practices are reaching new highs in assets under management… Read More
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InvestmentNews Article: ‘Retire in place’ doesn’t cut it as a succession plan
Everyone wants to eventually slow down. You’ve earned it. But do it the right way. Our industry is becoming increasingly complex, with… Read More
InvestmentNews Article: Want to really thrive? Do what you love.
When you began as an advisor, what did you love about it? Has everything changed? Day-to-day grind got you down? Here’s how to get back… Read More
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 because your needs are constantly… Read More
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 to outsource, and what to keep… Read More
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 it’s the most important thing,… Read More
Hanson McClain Announces Name Change to Reflect Changing Retirement, Additional Services
SACRAMENTO, Calif., February 6th, 2019 – 26-year old, award-winning independent investment advisory firm, Hanson McClain Advisors,… Read More
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 announced it has acquired HBP… Read More
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 investment advisory firm, is adding tax… Read More
Hanson McClain Advisors Announces Agreement to Merge with Simply Money Advisors
SACRAMENTO, Calif., Jan. 4, 2018 – Hanson McClain Advisors (“Hanson McClain”) and Simply Money Advisors (“Simply Money”),… Read More