How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
Top Portfolio Products: Incapital Launches Farmer Mac Notes Program
Meanwhile, a new partnership between PwC and Salesforce.com allows wealth managers to use the cloud for numerous functions.
RIA Affiliate of LPL Adds 45 Advisors in Q2
Independent Financial Partners now has close to 500 advisors, including new independent reps from Wells Fargo, Morgan Stanley and other firms.
SunGard Launches Mobile Report Access App for Advisors
The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.
RIAs Core of IMCA Growth Strategy, Board of Directors Say
“We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.