Table of Contents
Some advisers aren't worried about Web-based services. They should be.
Well-known real estate investor Tony Thompson is facing some bitter truths about the real estate holdings and note programs that he sold to investors. But struggling with real estate deals isn't part of the upbeat and confident
Advisers and planners of all stripes must keep a close eye on the innovative ways in which people are finding new clients, managing their businesses and providing financial advice.
Explore your opportunities and be informed for your next move.
Bob Curtis CEO, MoneyGuidePro
JP Nicols Founder and CEO, Clientific