Envestnet survey reveals need for blend of technology and human advisor insights.
But even at 81 there’s more to come from Tom James.
Market uncertainty and a fragile US economy among some of the challenges ahead.
Firm adds advisors in Florida, Missouri, and Mississippi.
The firm has recruited three new advisor teams to take AUM to $5.8 billion.
Breakaway fiduciary practices have helped accelerate the firm's sales.
Scams are becoming more prolific and more sophisticated.
Minority shareholding could be worth as much as $2.5B.
Experienced advisor team in Florida follows recent expansion in Colorado.
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.