Month

January 2021
When I ask advisors how recent headlines are impacting their communications with clients, the typical response is, “My clients don’t care about Tesla or Bitcoin. They’re not focused on what people say on the Internet. They know we have a sound, long-term plan in place.” I asked that question in March, when most of us...
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Financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn have left Magnus Financial Group, a New York registered investment advisor backed by Merchant, to launch Journey Strategic Wealth, an RIA/partnership, with practice management coach Penny Phillips, founder of Thrivos Consulting. The firm, based in Summit, N.J., will start with just over...
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