H.D. Vest Rolls Out Financial Planning Software for Advisors
The software gives its nearly 5,000 advisors more access to information on client assets, even those held at other firms.
H.D. Vest Hires LPL Vet to Lead Marketing, Recruiting
Ruth Papazian will be chief marketing officer; Adi Garg to head information services.
LPL Financial Makes Push for 'ClientsFirst'
LPL Financial, the independent broker-dealer serving some 11,890 independent advisors, has launched a program called ClientsFirst to help FAs attract, convert and retain new clients....
B/D Briefing: It's Time for More Clients
"Great marketing," says Ruth Papazian, "is about being ahead of the trend in figuring out not only where the market is going, but where advisors...