Building a business – not just a practice
How does an adviser go from maintaining a practice to building a vibrant, viable – and scalable – business that has both growth potential and transferable value? This white paper highlights three key areas and outlines multiple steps for adopting a CEO state of mind and building a more valuable enterprise.
Broker-dealer CIOs: The opportunities and obstacles of technology
Wealth management as it exists today has been empowered and enabled by technology. InvestmentNews and Broadridge Financial Solutions…