Entries by cookefg2019

J. Christopher Cooke and Brian Cooke Named to Financial Times 400 Top Financial Advisers List

Elite Listing Highlights the Best-in-Class Financial Advisers from Across the Country INDIANAPOLIS, IN, April 23, 2019 — Sanctuary Wealth (“Sanctuary”) congratulates J. Christopher Cooke, CIMA® and Brian F. Cooke, CIMA®, both partners at Cooke Financial Group, for being named to the 2019 Financial Times 400 Top Financial Advisers list which recognizes best–in-class advisers at national, independent, regional, […]

Chris and Brian Cooke of the Cooke Financial Group at Noyes Named to Forbes’ 2019 Best-in-State Wealth Advisors

INDIANAPOLIS, IN, March 01, 2019 — Chris and Brian Cooke were named to the Forbes’ 2019 List of Best-in-State Wealth Advisors, a ranking of the best national, regional, and independent firms in the United States, for the second consecutive year. Out of more than 29,000 nominations submitted and 44 Advisors recognized in all of Indiana […]

These are the Critical Issues Keeping Top Broker-Dealers Up at Night

Posted by Rita Raagas De Ramos February 14, 2019 at FinancialAdvisorIQ.com Broker-dealer firms are facing numerous challenges when it comes to growing their businesses, and among the most pressing is retaining talent. For Christopher Cooke, Indianapolis-based partner and senior institutional consultant at Cooke Financial Group, the biggest challenge is making sure his team is “functioning as efficiently and as […]

Sanctuary Wealth Partners’ Chris and Brian Cooke of Cooke Financial Group Named to Forbes List of Top Wealth Advisors

INDIANAPOLIS, IN, October 29, 2018 – Sanctuary Wealth Partners is pleased to announce that Chris and Brian Cooke of Cooke Financial Group have both been named to the Forbes’ 2018 Top 250 Wealth Advisors, a ranking of the best financial advisors in the United States. The Forbes 2018 list of top wealth advisors includes 250 […]

2018 Gr8 Paper Push at Cooke Financial Group

Cooke Financial Group found this cause through WISH-TV and we decided to make it into a team building event for an amazing cause. Gr8 Paper Push raises thousands in cash and supplies for Indiana teachers The drive benefits Teachers’ Treasures, a non-profit store in Indianapolis just for teachers. On average, teachers spend between $500 and […]

Why We Left Wells Fargo to Join Another Network: Interview with Financial Advisor IQ

Posted by Rita Raagas De Ramos on May 23, 2018 at FinancialAdvisorIQ.com. “Sometimes we call this the lowest common denominator rule, in that you make policy for maybe the average or even below-average person. And you can’t really allow a lot of exceptions for individuals. There were things we desired to provide for our client base […]

Cooke Financial Group Staying in the Broker Protocol. Chris and Brian Cooke Discuss Why in an Interview with Financial Advisor IQ

Posted by Rita Raagas De Ramos on April 4, 2018 at FinancialAdvisorIQ.com. Hint: It’s all to do with how the client sees the relationship. The Broker Protocol has returned to the spotlight in recent months and that’s largely because of the exits of high profile signatories. Cooke Financial Group is staying in the protocol. Chris […]

Appeals Court Strikes Down DOL’s Rule Regarding the ‘Fiduciary Standard.’ Christopher Cooke’s Reaction, as Seen on Financial Times Magazine

Posted by Rita Raagas De Ramos on March 28, 2018 at FinancialAdvisorIQ.com. The Financial Times Top 400 broker-dealer advisors’ reactions range from business as usual to supporting a uniform fiduciary rule by the SEC. This is a reaction to The Fifth Circuit Court of Appeals ordering of the Department of Labor to vacate the fiduciary […]

BusinessWire: Noyes Advisors Listed as Best-in-State Wealth Advisors by Forbes

Forbes Names Chris Cooke and Brian Cooke to 2018 Best-in-State Wealth Advisors INDIANAPOLIS — Noyes, a 110-year-old wealth management and investment banking firm, announced that two of its financial advisors have been named on Forbes 2018 Best-in-State Wealth Advisors. The esteemed recognition was given to J. Christopher Cooke, CIMA® and Brian F. Cooke, CIMA®, two […]