Takeaways From the Top 10 Technology Trends for Advisors and Their Partners
When thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
Small Broker-Dealers Under Fire but Confident: FSI OneVoice 2012
Fee compression, new regulation and industry consolidation are threatening the independent broker-dealer business, especially smaller firms, experts say, leading some to openly question whether these firms will survive.