-
By Janet Levaux, AdvisorOne |
December 14, 2012
Victor Fetter will move from Austin to Charlotte, N.C., to head the independent broker-dealer's growing IT squad.
-
By Editorial Staff |
October 25, 2012
The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.
-
By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
July 12, 2011
Fidelity survey finds a surprise: Wealthy clients are more likely to want to use technology to communicate with advisors than vice-versa.