Rookies & TraineesCommented on: 36 weeks ago (December 19, 2015)
Been in the business a couple of decades and there was an old saying, in my day: "Your exam score is the inverse of your success as an advisor." Those who scored below 75 usually did well, as an...
RIAs, IndependentsCommented on: 2 years ago (July 17, 2014)
Try Quest Capital, but only after you've exhausted all of the better known brands.
Prospecting, Marketing and SellingCommented on: 2 years ago (July 17, 2014)
Ha! The website link given in the first post, says it expired last month. So, there's your answer...
Let's see how they survive, when the market drops 40%-50%+. Their asset allocation models don't appear to account for the number one consideration, risk. The correlation between asset categories,...
Blame her attorney. Apparently, a "change of regime" was not included, in the pledge, as a condition of the gift.