From InvestmentNews
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Summary: It now looks as if Ken Fisher and his firm will pay a price beyond public embarrassment for his off-color comments at the recent Tiburon Strategic Advisors CEO Summit.
From Financial Planning
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Summary: The gray-haired gentleman was about the same age as my dad. Sitting across from me, he seemed nervous and maybe a little embarrassed.
From Advisor Perspectives
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Summary: As a financial advisor turned digital-marketing consultant, I know how hard it is to get leads and new clients. That is why you’ll be surprised at this simple way to quickly generate more leads.
From ThinkAdvisor
Added on October 2019 in Form an RIA
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Summary: I mention this because many advisory firms assemble their tech stack in a similar way — by adding one piece at a time instead of building a comprehensive plan of compatible software.
From
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Summary: The registered investment advisor career has an image problem. College graduates and career-changers should be eager to join a strong and growing profession with great job prospects, yet misperceptions about who advisors are and what they do are hindering the profession’s access to new talent.
