Mason Braswell

Mason Braswell

All Mason Braswell's Stories
Many of the Top 40 Advisors Under 40 can trace their success back to an early start. But it would be tough to beat Levi Nagel, who discovered his passion for investing when he started trading commodities in his father's brokerage account at the age of eight.
Sean Yu's career epitomizes the level of persistence and resilience required of young financial advisors.
Advisors need to coax their clients to start a dialogue now.
Shifting his skill set allowed Pastolove to provide services like philanthropic work, high-end accounting, tax, trust and estate work. As a result, his practice "became much more focused on clients, their families and their businesses," he says.
All young advisors can relate to the difficulties of starting out, but what separates top advisors is that they have been able to overcome the second major challenge to their career, the plateau, says this year's #1 top advisor under 40.
Morgan Stanley said ex-broker Wilhelm Nash left before earning out bonus.
A new advisory firm plans to build its business by buying the practices of retiring advisors.
Planned changes to the advisorsí compensation include an increase in the production hurdles on its cash grid.
The firm plans to reward advisors who team up to focus on goals-based planning.
The firm sweetened awards for financial planning and increased pressure on its lowest producers.
Assets have nearly doubled for direct-investing platforms, but wirehouses still reign.
The regulator may make it harder for some brokers to clear their name.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
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Jun 16-17, 2016
Sheraton New York
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22
Jun 22, 2016
Convene, NYC, NY