From PR Newswire
1 visitor like this article | Viewed 3593 times | 0 comment
Summary: In the face of escalating regulation, increased commoditization, and fewer people entering the profession, the advisory business is undergoing many changes. BNY Mellon's Pershing Advisor Solutions chief executive officer, Mark Tibergien, and BNY Mellon's global head of segment and technology marketing, Kim Dellarocca, have co-authored a new book challenging commonly-held industry assumptions and put forth a strategy for building an enduring wealth advisory business.
From Diamond Consultants
0 visitor like this article | Viewed 3108 times | 0 comment
Summary: To say that the past 12 months have been an eventful time in the news is surely an understatement by anyone’s standards. From the most unpredictable and contentious presidential election, continued war in the Middle East and an ongoing refugee crisis, to a momentous World Series win for the Chicago Cubs, President Obama making the historic trip to the island nation of Cuba, and so much more, it was quite a year on the world stage.
From IRIS
Added on December 2016 in Form an RIA
0 visitor like this article | Viewed 3432 times | 0 comment
Summary: The safety of a big organization. The familiarity with the people, technology, and processes. The comfort of not having to manage all the details of a small business. And yet you keep wondering: Is independence for me?
From InvestmentNews
1 visitor like this article | Viewed 3243 times | 0 comment
Summary: Life stage strategies can help financial advisers deepen client relationships and develop unique competitive advantages.
From Business Wire
0 visitor like this article | Viewed 2917 times | 0 comment
Summary: Scottrade® Advisor Services now has agreements with two leading industry solutions providers to help RIAs run their day-to-day routines. Scottrade signed agreements with Morningstar, Inc. and Orion Advisor Services, LLC (“Orion”) to offer their services at a discount.
