Advent Launches New Platforms, Logo at Confab
Meanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
Raymond James Signals Big Push on RIAs, Names Van Law to Head IAD
Former Raymond James chief BD recruiter to spearhead “renewed focus” on Investment Advisors Division.
Retention and Recruiting in the RIA Space: Mike Di Girolamo
If you want a handle on what’s happening in the RIA space (mergers, acquisitions, recruiting, retention), there are few better people to turn to than Michael Di Girolamo.