0 visitor like this article | Viewed 3117 times | 0 comment
Summary: The crowd at Raymond James 2018 Women’s Symposium in Tampa, Florida, got plenty of advice and business-growth ideas from four top female financial advisors on Friday.
0 visitor like this article | Viewed 2791 times | 0 comment
Summary: ST. LOUIS — There was a rebel spirit uniting all the entrepreneurs in XY Planning Network’s fintech competition. Advisors are taking matters into their own hands by funding their own platforms or software partly because they feel the industry has failed to address RIA practice concerns.
Added on October 2018 in Join an RIA
0 visitor like this article | Viewed 3899 times | 0 comment
Summary: Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the schools.
0 visitor like this article | Viewed 3406 times | 0 comment
Summary: Financial professionals, like their clients, are increasingly mobile and less tethered to a desktop workstation. The best tools are, likewise, mobile and as close as your smartphone or tablet. Here are 10 mobile apps, all of them recommended by working advisors, that will keep you plugged into the cloud as you serve your clients securely from wherever in the world you happen to be.
Added on September 2018 in Form an RIA
0 visitor like this article | Viewed 3484 times | 0 comment
Summary: Having worked in many business settings throughout my career that were primarily male, I’ve found that it is easy for women to believe we have to be something we’re not. We have to live up to standards that are put upon us and standards that we put upon ourselves. One common standard is “being strong.”
