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BOMs are increasingly considered a cost of goods sold on the P&L statement. Consolidation is forcing them out of the business, or, if they are lucky, they are being pushed back into production. Or they can take a pay cut.
Squeezed by investor lawsuits, rising compliance and insurance costs, as well as departing advisors and clients, more of the industry’s smallest independent broker/dealers will fail or merge with other firms this year, say industry observers.
Successful marketing means not just having a website and a brochure to hand out. It’s how you present your firm and your value proposition to clients and prospects
Fred Schaard’s overseas vacation during the fall of 2008 was a far cry from what he had envisioned. Instead of relaxing, he spent the bulk of his time trying