Client 360 has been officially reborn.
I recently took the first outsider's look at the updated technology engine and platform of independent broker-dealer Commonwealth Financial Network and found that it now integrates all client management tools: customer relationship management, portfolio
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A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.
Street appeal, Motif Investing attracts the interest of Goldman Sachs
The content sharing platform offers advisers insight into potential clients based on their online activity.
Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.
Real-life stories of advisers and their social-media strategies
