Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and in revenue even during this grinding recession, and to better portfolio performance because Bob can concentrate on that ability of his rather than on running the business. But in addition to the improved financial and portfolio results now, there's a more long-lasting benefit. Because the firm is composed of a team of folks all taking responsibilities for their own jobs rather than being Bob Reed's one-man show, Personal Financial Advisors is undoubtedly more valuable as a business, which may come in handy for Bob in the future.
This collection of articles from IMCA's Investments & Wealth Monitor focus on after-tax returns of active and passive funds, choices in active and passive, and...
Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a...
In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.
Jun 30, 2015
Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.