Raymond James Names Top Branch, Complex Managers
The two honored professionals were picked from more than 240 candidates in the employee-advisor channel.
Luis Aguilar, Ron Carson Join Institute for the Fiduciary Standard Advisory Board
Dan Solin and Woodrow Leake were also named to the board featuring John Bogle and Tamar Frankel.
Coaching or Consulting? It Depends on What You Need
The difference? Coaches tell owners what they need to hear; consultants them what they need to do. But that's only part of the answer.
eMoney Advisor Unveils Virtual Reality, Optimized Marketing Tools
EMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
The Dead Horse Bounce. And Another Thing About Flat Fees…
Why have the vast majority of independent advisors not adopted flat fees while those who did eventually switched back to AUM fees?
Who’s Up, Who’s Down in Latest Morningstar Ratings
Morningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.
ABLE Alliance Launches Investment Accounts for Disabled, Blind
The new ABLE Investment accounts are “savings vehicles for disability-related expenses that will not jeopardize federal benefits,” said Michael Frerichs, Illinois state treasurer.
5 Keys to Bringing Value to Clients Now
Market volatility, increasing regulatory scrutiny, a continued desire for cost transparency and other factors have advisor-client relationships shifting.
Raymond James Adds $5M Morgan Stanley Team
The four advisors switch firms with about $460 million in assets in Mt. Laurel, New Jersey.
4 Ways to Improve Client Engagement
There are specific, simple steps advisors can take to provide a superior client experience.