A Good Executive Assistant Will Change Your Life
We’re not talking about a glorified secretarial position, but rather a chief of staff for your firm.
Will This ‘Secret Sauce’ Attract New Clients?
Mike Kaselnak coaches advisors to use “motivational interviewing” on their prospects. Is this the right way to expand a practice?
Regulators Widen Probe of Schorsch-Related Issues, Companies
Massachusetts authorities want to better understand accounting errors at the nontraded REIT firms.
Robo-Advisors Will Offer More Opportunities Than Threats to Advisors
As robo-advisors continue to attract clients’ assets and venture capitalists’ dollars, some advisors may wonder if they’re a threat to their business.
Merrill Signs Ex-NFL Player to Head San Francisco Complex
Willie Thomas, a former Seattle Seahawk, has 20-plus years in the business and will lead nearly 200 reps.
New Hire Roundup: Envestnet Names Hardwick President of Advisor Services
Meanwhile, New York Life has appointed Kathleen Navarro its chief diversity officer.
How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?
CFP Board Calls First Computer-Based Exams a ‘Success’
CFP Board CEO Kevin Keller congratulates those who passed what he called a “very rigorous exam.”
Owners, You Gotta Learn to Share
To get the most out of junior partners and ensure a successful succession plan, owner-advisors need to share ownership.
UBS Reps to See Bigger Wealth Bonuses
The 7,000 reps are set to receive more fees and commissions tied to insurance, lending and planning work.