0 visitor like this article | Viewed 3474 times | 0 comment
Summary: Chris Chen was 18 years old when he moved to the U.S. from Europe, where his Chinese father and German mother met each other in Spain. Mr. Chen was born in Switzerland and grew up in Belgium and France before his family moved to America in 1978, just in time for college at the University of Rochester in New York.
0 visitor like this article | Viewed 723 times | 0 comment
Summary:'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 4,500 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today! We have suggestions for how to write a quick and easy ‘My Story
0 visitor like this article | Viewed 3562 times | 0 comment
Summary: Investment manager Brinker Capital has hired behavioral finance guru, psychologist and popular author Daniel Crosby as its chief behavioral officer. Crosby’s focus at Brinker will be on “working to bring behavioral tools, training and technology to financial advisors that will allow for the practical application of behavioral science,” he said via Twitter on Tuesday.
0 visitor like this article | Viewed 3493 times | 0 comment
Summary: The current volatility means that some individuals need more than bottom-line financial advice. And some advisors can help with the extra needs.
0 visitor like this article | Viewed 3402 times | 0 comment
Summary: It t will be up to advisory firms and professional organizations to do something about the perspectives missing from the financial advice industry, that diverse advisers could bring to clients. Doing so would begin to generate significant gains in supporting a more diverse workforce.
