From Financial Advisor
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Summary: There seems to be an advisor recruiting frenzy going on. As Cerulli Associates and others point out, it is more common than ever for advisors joining the independent ranks to join an existing firm.
From On Wall Street
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Summary: Pershing announced it is adding NextCapital to a stable of digital solutions that it is providing custody for including Motif Investing and Personal Capital.
From On Wall Street
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Summary: Your existing clients can be helped to refer more by reminding them you are looking for referrals, helping them understand the problems you can solve for their friends and making it easy for them to connect you with their referrals.
From WealthManagement.com
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Summary: Traditionally, a registered investment adviser is in the business of providing investment advice to others, while a registered investment company – such as a mutual fund – exists primarily to invest in securities, often by pooling together the collective dollars of multiple investors.
From WealthManagement.com
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Summary: On a panel discussion at the TD Ameritrade National LINC conference, three advisors agreed that hiring a more diverse workforce, especially women, was on the top of their minds.
