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Many advisors these days attract clients through virtual means and then service them remotely with online tools such as GoToMeeting, Google Hangouts or Skype.
Nancy Prior has been promoted to president of the company’s fixed-income division, which includes the company’s bond and money market divisions.
- Morgan Stanley: Emerging World Stumbles More Dangerous To U.S. Economy
- Vanguard Seeks SEC's OK To Issue Actively Managed ETFs
- Pick The Right Location For Your Client's Trust
- SEC IA Exams Chief: Small Firms Won’t Get Cyber Security Rules Exemptions
- Real-Estate ETFs May Be Attractive To Retirees
Inside the current issue
by Dan Jamieson
He’s not done rapidly building a huge independent B-D network
by Lewis Walker
Aging changes how people look at life in profound ways.
by Deena Katz
The emotional satisfaction that advisors get from their practices may be preventing them from developing succession plans.
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