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Boston: “I’ve set up my first meeting with a CPA,” started Jay during our new advisors training session. He excitedly continued, “How do you recommend I go about conducting this meeting? How do I differentiate myself? I thought I’d start with my...
The Financial Services Institute has more than doubled its advisor membership from 15,000 in 2011 to 34,000 today. Many firms are subsidizing the cost of membership for their advisors, the institute says, and it reflects the fact that advisory...
The hottest trend in wealth management this year will be business development. This is unfortunate, because a lot of wealth management firms are terrible at developing business.
It will be tough this year to squeeze more revenue from existing as...
When families start looking to pay for college, some put their hopes in private scholarships – there are an estimated 1.5 million private scholarships out there, though how many are awarded annually is difficult to track. But only in a handful of...
A top institutional and family wealth advisor from Morgan Stanley Smith Barney has joined HighTower, the Chicago-based national registered investment advisor, providing the RIA with a foothold in the Southwest. James Pupillo, 54, managed $2.5...
A majority of advisors are marketing themselves as financial “planners,” even though they really don’t provide comprehensive planning services, according to a recent Cerulli Associates report. By adopting the nomenclature, they are hoping they can...