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Summary: “In this increasingly competitive talent market, it’s important that advisors have a strong sense of community and purpose at their firms, as well as clearly defined growth paths and meaningful roles that allow them to deliver real value to their clients,” said Charlie Phelan, vice president of practice management and consulting for Fidelity Clearing & Custody Solutions, in a statement.
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Summary: The Financial Industry Regulatory Authority said Wednesday that it has formed an Office of Financial Innovation to be headed by Haimera Workie.The new office “will serve as a central point of coordination for issues related to significant financial innovations by FINRA member firms, particularly new uses of financial technology, or fintech,” FINRA states.
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Summary: Join Our Firm. We want to add experienced advisors to our hybrid RIA. Join our RIA and move into our available office space with your siloed practice. Pay a fee for office space and shared costs. We work with multiple custodians, an accommodating bd and insurance companies. We have strong technology and compliance. We collaborate on challenges and ideas. Send us a msg!
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Summary: Whether we like it or not, every one of us has built-in internal biases. One of the most basic is linked to answering the following question: “Are you an average financial advisor?”
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Summary: Investors want more engaging and mobile-friendly communications with actionable advice from their advisors, according to a survey released Friday by Broadridge Financial Solutions, which provides advisor marketing among other services.
