Digital technologies offer rapid, intuitive, 24/7 support for clients, but the wealth management industry has been slow to adapt, according to Boston Consulting Group’s 2014 Global Wealth report...
With brokerage training programs in disarray, firms are looking toward assistants and associates to help shoulder the load
Advisors need to trim costs and find more new money, BCG report shows
Pershing’s Chief Relationship Officer and a Managing Director, Jim Crowley, talks to WealthMangement.com on how client needs are driving change within the broker/dealer space, how firms should respond and the impacts of increased regulation...
Chair White announced plans to develop rules around high frequency trading, broker conflicts and dark pools