Advisor Aims to Facebook His Way to $10B in Assets
James McDonald is using 100% ETF portfolios to lower costs and improve securities selection while riding the social media wave to reach large audiences.
Preferred Solution Providers: The 2013 TechLeaders Survey
To evaluate which third-party providers are winning broker-dealers’ loyalty, we divided this year’s survey into three groups: advisor-centric, operational support infrastructure and management oversight/risk control.
Why RIA Firms Should Hire the Young, Pt. 2: 5 Tips on Recruiting Breakaway Brokers
In the second post in a three-part series on RIAs hiring breakaway brokers under the age of 40, tips on how—and how not—to recruit those younger brokers.
Family Office Exchange Expands Its Outreach to Non-Members
The Family Office Exchange last week rolled out the FOX Wealth Center to support investors and wealthy families in addressing the challenges of managing family wealth.
MSSB Taps Former-Merrill Exec for Regional Post