Solutions-based products are not yet widely known among investors and even advisors. Out of the 722 broker-dealers, RIAs and mid-sized advisors surveyed by FA-IQ sister publication Ignites Research in March to May last year, 57% said they use the products. Around 29% do not use them, and the rest are uncertain if any of the products they use fall under the category of solutions-based products.
This distinction recognizes the most successful financial advisors based on a ranking of annual production* among Commonwealth’s network of 1,710 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA and the broker/dealer of choice for Axial Financial Group.
Axial Benefits Group (ABG) invites all interested businesses, to participate in its New England Employee Benefits Survey.
Axial Financial Group is proud to announce that Erin Coneeny, CFP®, has earned her CERTIFIED FINANCIAL PLANNER™ certification.