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Summary: The Financial Industry Regulatory Authority said Wednesday that it has formed an Office of Financial Innovation to be headed by Haimera Workie.The new office “will serve as a central point of coordination for issues related to significant financial innovations by FINRA member firms, particularly new uses of financial technology, or fintech,” FINRA states.
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Summary: Six firms received InvestmentNews Innovation Awards Wednesday night for their creative and effective approaches to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges.
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Summary: We are a boutique wealth management firm with offices in NYC, Westchester and Long Island. We provide asset and wealth management, risk and protection management, financial planning, as well as trust and legal services to our clients. We are looking to continue to grow our business by helping advisors with succession strategies and by acquiring other practices. We will entertain any and all ideas
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Summary: Join Our Firm. We want to add experienced advisors to our hybrid RIA. Join our RIA and move into our available office space with your siloed practice. Pay a fee for office space and shared costs. We work with multiple custodians, an accommodating bd and insurance companies. We have strong technology and compliance. We collaborate on challenges and ideas. Send us a msg!
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Summary: Whether we like it or not, every one of us has built-in internal biases. One of the most basic is linked to answering the following question: “Are you an average financial advisor?”
