Advisors are simplifying how they run their business—and lowering costs—using stripped down versions of costly applications, mobile devices, apps and the cloud. They are giving up nothing except heavy price tags and cluttered...
This is where the proverbial rubber meets the road. You’ve laid the groundwork and each firm that you chose to engage with is ready to talk dollars and cents. Having passed along all of your “measurables” very early in the...
The independent broker/dealer model may be holding some advisors back from growing into an enterprise
Over the past few weeks there has been an alarming amount of noise coming from the Bank of America/Merrill Lynch camp. The noise has begun to play a tune that sounds a bit like the cultural drift is taking its toll throughout both the advisor and...
A WealthManagement.com survey shows one-third of advisors believe the recent scandals plaguing the board have hurt the value of the designation, while over half don’t trust the compensation disclosures on the firm’s website.
In case you haven’t noticed - JPMorgan has been in the news a bit over the last few months. A quick denouement on that particular statement. It is my OPINION that JPMorgan is what it has always been; a nearly best of its class global bank...
To read part two of Andrew Parish's The Art of the Deal, click here...
To read the first part of this series, click here...
The idea of forming a team isn’t a new thing in the financial services industry. When I started out at a major wirehouse in the mid 1990’s, it seemed every manager talked non-stop about the firm’s desire to see more advisors join...
