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I remember when those who worked on the institutional side of Wall Street walked with swagger. Investment bankers, sales traders, bond salesmen — the whole lot of ‘em — used to look down on the retail stock broker, er, financial advisor. Retail...
In the months ahead, FAs can expect to hear more from custodians about platforms and technology that will allow for integration of various tech functions.
You, the financial advisor, are a popular man (or woman) these days. Everybody wants your attention. After all, your ranks are growing, and financially, you do pretty well for yourself. Indeed, some media outlets seem to be copying Registered Rep...
Production and assets aren’t the only things that factor into wirehouse hiring decisions. Even if you all of your numbers look good, you might not get that 6-figure upfront bonus. Here’s why.
Whether you like it or not, you are the brand that defines how your practice is positioned. Everything about your practice is cumulative, the perception held by clients, referral alliance partners, affluent centers-of-influence, and your prospects.
