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By Spenser Segal, ActiFi, James J. Green, AdvisorOne |
July 24, 2012
Advisors rely on their partners to run their businesses, and many financial services businesses count advisors as key clients. So why aren't advisors and their partners on the same page when it comes to what works and what doesn’t in practice management?
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By Spenser Segal, ActiFi, James J. Green, AdvisorOne |
May 22, 2012
In the first of a series of reports by the Investment Advisor Group and ActiFi on our breakthrough practice management study, advisors told us their needs and which partners they rely on—and don’t—for practice management solutions.