Bernanke says the economy is kind'a recovering. Compare those remarks to the outright bullish statements of Liz Ann Sonders, the chief investment strategist of Charles Schwab & Co who earned a reputation for being Madam Gloom at past Schwab IMPACT conferences.
Schwab’s annual IMPACT conference for its affiliated RIA’s opened yesterday evening in San Diego. The highlight thus far: The discourse between BlackRock Chairman and CEO Larry Fink and PIMCO CEO and co-CIO Mohamad El-Erian.
“Are you going to IMPACT this year?” I heard it over and over again from executives, advisors marketers, recruiters, attorneys, compliance experts, technology people and other reporters for weeks leading up to the event. Schwab IMPACT 2009—this year in San Diego—is not all hype.
WealthManagement.com hosted roundtable discussions with several successful advisors, as well as with consultants and industry experts who focus on helping advisors navigate the challenges of switching firms....More
Operating as an RIA offers greater flexibility in managing and growing your practice, but the downside is loss of a number of helpful tools, technologies, and services to make your business more successful and efficient....More
Many advisors dream of transitioning their business, but fear of the unknown can often leave those dreams on the backburner. With this webinar, you can improve your odds of making the right decisions by learning firsthand from the experience of others....More