At our Broker-Dealers of the Year roundtable in Chicago, we met with the winners of the 22nd annual contest to discuss the direction of the industry and their success overall. They had plenty to say, and the full discussion can be found here, but we couldn’t resist pulling them aside for a one-on-one. Here, Editor-in-Chief John Sullivan talks to David Pintaric, president of WRP Investments Inc. and Division II winner of the 2012 Broker-Dealers of the Year, about running a family firm and transitioning firms from one generation to the next.
Examine the impact that integrated technology and outsourcing can have on an RIA's operational efficiency and ability to compete in today's marketplace.
Finding the right balance between your personal and professional life is essential at finding individual happiness and business success. Download our latest white paper on...
Filled with ideas to help you with client events, marketing concepts and practice management: this eBook will get you thinking out of the box!
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.
May 07, 2015
If the best portfolio strategy adds 125 basis points annually over a competing investment strategy over the long haul, investors would do well to work...
Apr 29, 2015
This webcast will transform how you approach retirement strategy. Help grow your business by providing your clients with a plan that offers guaranteed income for...