e-signatures

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  Raymond James IBD Kicks Off Big Texas Confab

  By Janet Levaux, AdvisorOne  |  April 22, 2013

  “Unlike many other firms that seem obsessed with the number of advisors affiliated with their firm, we’re much more focused on the quality of advisors,” said RJFS President Scott Curtis.

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  BDs: Are You Opening Accounts the Wrong Way? You Could Be Losing Clients and Advisors

  By Danielle Andrus, AdvisorOne  |  October 26, 2012

  Broker-dealers that don’t have well-developed account opening processes are losing clients and depressing advisor satisfaction levels, a white paper released by Aite Group on Thursday found.

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  Pershing Co-CIO Announces 3 Big Technology Initiatives

  By James J. Green, AdvisorOne  |  June 8, 2012

  Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.

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  Considering E-Signatures

  By Dan Skiles  |  March 26, 2012

  Electronic signature technology (e-signature) has been around for a number of years.

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  SagePoint Grabs $1.8M Team, Expands Recruiting Goal

  By Janet Levaux, AdvisorOne  |  February 1, 2012

  The team joins the Advisor Group of IBDs from Securities America. CEO Jeff Auld tells AdvisorOne that recruitment will help meet new targets.