From Financial Planning
Added on October 2018 in Join an RIA
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Summary: School's in session: Financial Planning's annual schools list features 102 CFP Board-registered programs at colleges and universities where prospective planners are learning the skills they need to hone their craft. Now you can, too, from the comforts of your desk, the chaos of your commute or while at home — or really, wherever you prefer to enjoy a good book.
From ThinkAdvisor
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Summary: A year after it acquired Mast Mobile, Hearsay Systems is introducing technology that gives financial advisors access to much more information on their mobile phones and the ability to turn that data into client calls, text messages and more.
From Financial Planning
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Summary: Here’s an inside look at four RIAs who have built up expertise in areas as diverse as professional baseball, Microsoft deferred compensation plans, the oil and gas industry and transitioning to a new stage of life.
From WealthManagement.com
Added on October 2018 in Join an RIA
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Summary: Ladenburg Thalmann Financial Services Inc. has launched a new mentoring program for female college students looking to enter the financial advisory business. The new program, LIFT University, was introduced at the firm’s annual Ladenburg Institute of Women & Finance Symposium, held this week in Dallas.
From Nerd's Eye View
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Summary: The need to engage in continuous learning is a simple reality for anyone in professional services. As a profession’s body of knowledge grows and evolves with ongoing research and discoveries, new products and solutions, and emerging best practices, even the best practitioners have to update their knowledge and skills from time to time
