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Summary: Kristen Johnson, vice president of marketing for Fidelity Clearing and Custody Solutions, presented both a Part I refresher and the latest installment of ‘Own Your Space Part II: Stand Out in a Crowded Market’.
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Summary: Kimberly Sanders, Schwab's director of business consulting services, on the biggest challenge advisors face when marketing their services to clients.
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Summary: Amid proliferating cyberthreats and rapidly evolving fintech, FINRA is reevaluating its approach to digital concerns and seeking additional guidance from federal lawmakers.
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Summary:If you’re a registered investment advisor with a unique investment approach or a new twist on an old one, you’ve probably considered turning that idea into a mutual fund or an exchange traded fund. But a great investment idea by itself is no more sufficient for launching a fund than a great recipe is for opening a restaurant. No matter how strong your investment thesis, there’s a lot more that goes into starting a fund.
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Summary: So when Envestnet let out it was acquiring FolioDynamix, Benskin stopped to ponder what it would mean for his offering. He didn’t get much time to worry ― his phone soon began ringing non-stop with calls from prospective clients.
