Your Prospect Said Yes: How to Hold It Together
By Bryce SandersShow your new client that this is not a transaction but the beginning of a new relationship.
April 08, 2019
SEC Chief: Economic Analysis of SEC's Reg BI Will Be 'Robust'The final Reg BI package is "on our agenda to get done before September," Clayton said at SEC Speaks.
April 08, 2019
What Is the Value, Risk of Remote Employees? IT Surveys Search for AnswersOrganizations take clear steps to assuage remote work hazards, but appear to fall short in the execution.
April 04, 2019
Carson Group Plans $80M Omaha HQThe first phase will accommodate Carson Group's 300 employees, while the second building is intended to accommodate growth.
April 04, 2019
He Was an Outsider. Now He Advises NFL Stars.Peter Borowsky, advisor to the Patriots' McCourty twins and others, tells ThinkAdvisor how he cracked this niche without connections.
April 04, 2019
Stifel Adds 6 Reps From Rivals: Recruiting RoundupMeanwhile, LPL Financial adds a team of six advisors, including five women, in Oregon who work with $390 million in client assets.
April 03, 2019
United Capital Scoops Up 2 RIAs With $800MThe deals mean the RIA rollup firm now has locations in Atlanta and near Davenport, Iowa.
March 28, 2019
Why Schwab's New Pricing Plan Is a Big DealMark Tibergien, Michael Kitces and others weigh in on how the new subscription model could affect advisors.