From RIA Match
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Summary: You likely have lots of similar matches making it hard to remember who's who. Notes allows you to keep track of your thoughts and key features about your matches. Notes are accessible from the Match List and the Profile page and can only be seen by you.
From InvestmentNews
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Summary: Peter Drucker may be gone, but his contributions to the field of management live on, particularly his espousal of the need to focus on both effectiveness and efficiency. That means doing the right things (effectiveness) in the right way (efficiency).
From Advisor Perspectives
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Summary: I recently joined an advisory firm I had researched and learned about before accepting its offer. I have a deep background as an advisor, team leader and in sales. I felt this firm offered me the chance to utilize my experience and knowledge and become engaged quickly. The people are great. The firm is top-notch.
From OnWallStreet
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
From OnWallStreet
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Summary: Unexpected financial burdens can come in many forms, from car damage to a serious illness, yet many clients aren’t prepared for such expenses. Moreover, they seem disturbingly nonchalant about it.
