In this interview, Michelle discusses her decision to leave the wirehouse world 6 years ago (she was a “breakaway broker” long before the term was even coined), her partnership with her mother, and her vision for Source Financial...
The fundamentals of the economy look remarkably good, said Greg Valliere, chief political strategist of Potomac Group, at the Financial Services Institute’s OneVoice 2013 conference here in San Diego, Calif.
Some younger financial advisors are “tricking” out their offices to attract Gen X and Y investors. Here are what a few are doing to create office spaces more akin to those of Google than IBM.
Some financial advisors are “tricking” out their offices and dressing down to attract Gen X and Y investors. But you’ve got to change more than just your look to attract the new generation of clients. The young’uns demand lower fees, no minimums...
“Study groups” are growing in popularity among advisors, and can range from simple conference calls to gossipy luncheons to elaborate three-day retreats where everyone opens their books. Here’s what to expect when advisors get together.
