A New Platform for Alternatives; Finding Safety for Small BDs: December Investment Advisor—Slideshow
Another year is gone and with the December issue of Investment Advisor comes a look at a new platform to help advisors manage alternative investment assets.
Finding Safe Harbour: How a Small BD Is Doing It Right
“We don’t think we’re any smarter than anybody else,” David Rosenow humbly began. “It’s just maybe we’re better listeners at times.”