Do you outsource work to your clients?
Learn more about reprints and licensing for this article.
Learn more about reprints and licensing for this article.
Alex Murguia breaks down five things advisers can glean from that “steaming heap of a disappointment.”
Alex Murguia's firm is instituting a BYOD policy as part of a new MDM strategy. As the blending of personal and professional devices becomes de rigueur, he expects most, if not all, firms will become quite familiar with these acronyms in the months and years to come.
Internal rate of return on these businesses, in order to justify their capital outlay, will be the true measure of success. And their angel investors will pull the plug if they don't deliver.
Few things are more deflating than coming back from a very productive trip and having to fill out expense reports, but with Finra cracking down it is essential to find the right tools to protect you and your business.
Spending my formative years growing up in Miami Beach, one thing always remained true: if people five to 10 years older than me had heard of the hip places to go out at night, then those places were not worth going to.
