Added on August 2018 in Form an RIA
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Summary: Welcome, everyone. Welcome to the 87th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is René Nourse. René is the founder of Urban Wealth Management, an independent RIA in the Los Angeles area that manages nearly $120 million of assets under management for more than 200 clients, with a team of 6.
Added on August 2018 in Form an RIA
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Summary: Earlier this summer, the Fifth Circuit Court of Appeals revoked the U.S. Department of Labor fiduciary rule, which required that financial advisors and brokers act in the best interest of their clients when overseeing retirement accounts.
Added on August 2018 in Form an RIA
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Summary: If you have picked the right connections to begin with they will do it every time, and if the person you want to work with gets contacted by 2 or 3 respected contacts, the opportunity door is wide open.
Added on August 2018 in Form an RIA
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Summary: Amid all the excitement about the potential uses of artificial intelligence in financial advice, there is still a lot of uncertainty about how this new technology will fit into the existing regulatory framework governing financial services firms.
Added on August 2018 in Form an RIA
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Summary: After almost 20 years in the business — the bulk of it at wirehouses — Tim Davis made the leap to an RIA nearly a year ago.
