SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.
The regulatory agency also announced a conference detailing how brokers, firms, leaders and regulators should prepare for the implementation of the SEC's rule next year.
These nine men and women represent the best chief marketing officers and chief technology officers at technology firms that support financial advisors.
The number of advisors who have comprehensive plans spanning short- and long-term disability, death and even disaster recovery remains frighteningly low. That needs to change now.
