In my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions regarding their own clients, and typically manage their own client base, supported by (and mentoring) junior and associate advisors. The only "next step" is not a professional advancement, but a business decision to become a partner in the firm. From an employment standpoint, the compensation shouldn't change from senior advisor to partner, only the additional sharing in the profits or losses of the firm.
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells 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...