From wealthmanagement.com
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Summary: Texas A&M University will launch a new undergraduate degree in financial planning, while the University of Georgia will build out a new training lab and advisor residency program, thanks grants awarded Monday from TD Ameritrade Institutional.
From Think Advisor
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Summary: In an industry that continues to be dominated by men, it's sometimes difficult for women to make their mark. But as more and more women enter the financial advisory field and rise up the ranks, clients and colleagues alike—both male and female—are starting to the see the benefits of having a woman on the team.
From Financial Planning
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Summary: A social media strategy is the foundation of your firm's social media activities. It aligns day-to-day social networking tasks with objectives that support the overall business goals.The strategy doesn’t need to be complicated.
From InvestmentNews
Added on July 2014 in M&A Issues
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Summary: The latest move by Boston Private Bank & Trust Co. into the investment advice space — a plan to buy a $4.3 billion Florida registered investment adviser — should be enough to alert well-run advisory firms that it's a seller's market.
From
Added on July 2014 in M&A Issues
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Summary: Announcing a merger can be tricky, especially since there are many stakeholders who each need to receive the right message: employees, clients, prospects, referral partners/centers of influence, vendors, the community and the media. Your goal is to get each of these audiences excited about the change and address any fears they might have.
