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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...
You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...
Have a complicated wealth transfer question? Now top advisors across all of RCS Capital broker/dealers will have access to a help desk-like service staffed with experts on legal, taxation, accounting and insurance matters to help with complex...
