What Does Windows 10 Mean for Advisors?
The next operating system from Microsoft, Windows 10, is expected to be officially released later this summer.
The Perfect Sales Professional
OK, OK. Let's agree that on planet Earth at this time we cannot achieve sales perfection. But we can approach it. You can get better.
Social Media Use Up at Firms, but Texts Raise Compliance Worries: Survey
Compliance officers "have significantly lower confidence" in their ability to produce text messages upon request versus other types of electronic messaging, Smarsh poll finds.
Raymond James Adds Team in Flooded Texas Region
Meanwhile, Raymond James, BofA and Wells Fargo are donating to flood relief, and RJ says it is buying Producers Choice Network.
Best Finance Tweets of the Month: May 2015
Amid graduation season, young and aspiring Wall Street traders using Twitter got something of a commencement address on Friday.
How Super OSJs Bring Innovation to Broker-Dealers
While broker-dealer management is distracted by heavy-handed regulation, BD producer groups (aka super OSJs) are providing multiple new benefits to reps.
Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
Wells Fargo Boosts Support for Team Practices
The wirehouse is rolling out technology and even a national conference for its team-based advisors, says Kim Ta.
How I Chose My RIA Custodian
I picked TradePMR after running the numbers on trading costs and fees, and things got better when it started using First Clearing.
Raymond James Shares New Tech, April Results
The firm is recognized for an aggregator tool, and says its client assets are nearly $502 billion.