1 visitor like this article | Viewed 2424 times | 0 comment
Summary: Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his arrangement, he got a producer and a series of promotional ads over the course of the week.
1 visitor like this article | Viewed 2362 times | 0 comment
Summary: Pershing announced it is adding NextCapital to a stable of digital solutions that it is providing custody for including Motif Investing and Personal Capital.
1 visitor like this article | Viewed 2436 times | 0 comment
Summary: Traditionally, a registered investment adviser is in the business of providing investment advice to others, while a registered investment company – such as a mutual fund – exists primarily to invest in securities, often by pooling together the collective dollars of multiple investors.
0 visitor like this article | Viewed 2507 times | 0 comment
Summary: There was a common thread throughout the recent TD Ameritrade Institutional National LINC 2016 conference ‘Storytelling’. The art of ‘storytelling’ is an effective way many RIA firms are finding success in truly differentiating themselves and communicating their unique services and benefits.
0 visitor like this article | Viewed 2507 times | 0 comment
Summary: Not since 2008 have financial advisors felt so dispirited and turned off. Weary of the heightened regulatory requirements that make them work harder but earn less, many FAs are showing diminished zest for their jobs.
