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Registered Rep.
October 30, 2015 |
The State of Independence: Intelligent Advisor The survey covers over 360 registered investment advisors.   |
Registered Rep.
October 30, 2015 |
The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking. |
Registered Rep.
October 30, 2015 |
The State of Independence: Robo Rising Advisors like automated investment platforms for a number of reasons. |
Registered Rep.
October 29, 2015
Anne Field |
A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective. |
Registered Rep.
October 29, 2015
Matt Oechsli |
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts. |
Registered Rep.
October 28, 2015 |
Advent: In a Diverse Industry, Customization is Key The problem with most client-facing portals for financial advisors is that they take a one-size-fits-all approach. |
Registered Rep.
October 28, 2015 |
Live Oak Bank: Open Access Lending "The aging demographic of the investment advisory industry is severely under-financed. Live Oak Bank saw this as an opportunity to address an underserved need," said managing director Jason Carroll. |
Registered Rep.
October 28, 2015 |
Morningstar: Smart Data In a year when "big data" became the hot topic in the financial advisory space, one long-standing aggregation company stood out. |
Registered Rep.
October 28, 2015 |
JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life. |
Registered Rep.
October 28, 2015 |
Raymond James: An Evolving and Informed Approach to Building a Business Raymond James is aiming for a quantifiable approach based not on platitudes, but on the collective experiences of the top advisors at the firm. |
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