Carson Group Renames 2 Business Units
Its institutional business has grown assets under advisement to about $8.6 billion in the past three years.
Dynasty Financial Hires New CFO
Meanwhile, its Capital Strategies group is growing loans to advisory firms and revenue participation notes.
Trump Found His Niche. You Can, Too.
To stand out in a crowd, you can either be better or you can be different. And “better” is a much harder sell.
13 Top-of-Mind Trends for Investment Managers
These are the forces that will shape the industry over the next three years, according to the CFA Institute.
401(k) Balances Are Up, but Is Your Retirement Plan Business?
Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
Advisors Need to Up Their Game on Client Reporting: SS&C
A survey by SS&C Technologies Holdings found that tech investment is lagging when it comes to reporting information to clients.
AI-Powered Prospecting Tool Launches New Research Function
The prospecting platform PSMP now gives retirement plan advisors more data and helps them fine-tune their prospecting efforts.
Raymond James Nearly Back to ‘Normal’ After Irma
The Florida-based firm, which shifted resources out of the area due to Hurricane Irma, pledges to support associates affected by the storm.
SS&C Announces Spate of Tech Updates
SS&C Technologies Holdings made several announcements Tuesday regarding its technology offerings.
How the Clients You Don’t Take Can Grow Your Firm
When a prospect doesn’t meet your firm’s minimums, instead of turning them away, take the meeting.