The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
Rio de Janeiro has passed a bill fining drivers for using Uber.
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Marketplace lending is booming. Just this week, Avant raised $325 million and SoFi raised a staggering $1 billion. All of this money is being used to fund a new generation of digital lenders, who, according to McKinsey, have the potential to threaten u…
Help clients understand that temporary losers in a volatile market are just that: temporary.
When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Russia started bombing jihadi bases in Syria today.
Given that the the U.S. and its allies are largely responsible for creating ISIS, and that U.S., Turkey and Israel have all been acting as ISIS’ air force – they are not taking too kindly …
Marshall, who donated £30 million to the London School of Economics, recently sold a minority stake in his hedge fund firm to KKR.
A retiring advisor focused on the best fit between his clients and five young successors.
A retiring advisor focused on the best fit between his clients and five young successors.
Most financial advisors earning millions of dollars annually, managing a billion dollars or more, working with the ultra-wealthy are leaving small fortunes (sometime large fortunes on the table. With their primary focus on money management, coupled wit…
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.