My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects. How? Through crowdfunding &mdash...
Think E-Trade revolutionized online financials? Welcome to crowdfunding — the ability to for anyone to invest in nearly any kind of option or enterprise over the Internet at any time. Should your clients be involved?
Sure you can locate a currency converter site in seconds online. But nothing handles the task as elegantly as Vert. Besides changing your rupees to pesos, the $1.99 app can also translate your furlongs to meters, while calculating your Italian...
Danny Ludeman’s retirement from Wells Fargo has sparked some concern among the rank-and-file. Does the new boss need the same boots-on-the-ground experience?
The 2013 Nobel Prize in Economic Sciences was shared by behavioral economist Robert Shiller, efficient market proponent Eugene Fama and Lars Peter Hansen, who occupies a sort of philosophical middle ground. The Nobel committee sent a strong...
When deciding whether to stay at, or leave, thier firm, money makes the mare go, but management conflicts and technology are also factors that fuel an advisor's decision.
WealthManagement.com’s 23rd annual Broker Report Card, our annual survey that lets advisors from the six major national brokerages rate their employers on a number of factors, shows that advisors were, overall, feeling better about where...
John Kador is the author of 20 books. His latest book (with Brian Cohen) is What Every Angel Investor Wants You to Know: An Insider Reveals How to Get Smart Funding for Your Billion Dollar Idea (McGraw-Hill). www.jkador.com.
