1 visitor like this article | Viewed 2791 times | 0 comment
Summary: Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his arrangement, he got a producer and a series of promotional ads over the course of the week.
1 visitor like this article | Viewed 2756 times | 0 comment
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.
1 visitor like this article | Viewed 2784 times | 0 comment
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.
0 visitor like this article | Viewed 2854 times | 0 comment
Summary: Not since 2008 have financial advisors felt so dispirited and turned off. Weary of the heightened regulatory requirements that make them work harder but earn less, many FAs are showing diminished zest for their jobs.
1 visitor like this article | Viewed 2889 times | 0 comment
Summary: The affluent are certainly looking for the highest quality financial services. Investment management expertise is the reason they engage financial advisors. In many situations, the ability to obtain advanced planning services—wealth enhancement, estate planning, asset protection planning—is also a major draw.
