Securities regulators expect investment advisers to get their facts straight and to possess evidence to back up statements they make to clients, as well as prospects.
Matthew Westhoff and his two partners have a successful practice and want to expand it by letting other advisors plug into their operation. How can they structure a competitive contract and attract qualified candidates?
Westhoff and his partne...
It’s remarkable just how much technology is changing the way advisors do business. At its core, the advisory business is still a relationship business, and what distinguishes the best advisory firms is still their ability to connect with and...
