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Summary: It’s easy to put the blog at the bottom of the priority list. Is it really attracting new clients? How is it driving business? You might start to wonder if it’s worth all the effort.
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Summary: The new RIA, called Live Oak Private Wealth, is a subsidiary of Live Oak Bank, which is part of the publicly traded holding company Live Oak Bancshares headquartered in Wilmington, N.C. The new independent advisory firm will operate separately from the bank’s other businesses and will focus on serving high-net-worth individuals and families as well as nonprofit institutions.
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Summary: Several years ago I hosted an internet radio show on Voice America called “Step Up and Play Big with Chris Ruisi”. The show allowed me to meet some talented people, experts in their own right, and learn valuable information from them.
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Summary: In one corner are ETrade and TCA by ETrade, as TCA is now known. They believe the merger will help both companies become stronger. On the custodial side, the brand power of ETrade could give TCA by ETrade the jolt it has needed for some time.
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Summary: Being a financial advisor brings many positive experiences — helping clients buy their first home, pay for their children’s college, and pursue their life and retirement goals. It also comes with the occasional emotional blow. None hit harder than the death of a client.
