Sent from my Verizon Wireless BlackBerry
From: Financial Advisor Magazine <fanews@fa-mag.com>
Sender: Financial Advisor Magazine <sherri@financialadvisormagazine.ccsend.com>
Date: Mon, 26 May 2014 11:47:00 -0400 (EDT)
To: <mainandwall@comcast.net>
ReplyTo: fanews@fa-mag.com
Subject: RIA News: Ten New Technologies RIAs Should Try
| |  |  |  |  | | | | | | | | | | | | | Ten New Technologies RIAs
Should Try The following ten tech options can help RIAs work smarter, says Trust Company of America. |
| CFP Board Plans Changes
On Fee-Only Issue The CFP Board is revising the way it will allow licensees to characterize their compensation methods. |
| An Incredible Opportunity A Schwab franchise will offer an owner much more than a McDonald's circa 1960. |
| See Tomorrow, Act Today Taking action now that is informed by a vision of tomorrow will help advisors--who are the future makers and guardians of the RIA model--to move forward with confidence and clarity, says Bernie Clark, head of Schwab Advisor Services. |
| CFP Board Promotes Former Merrill Exec To Grow Number Of Licensees As head of marketing and corporate relations, Joseph Maugeri will focus on growing the number of CFP professionals. |
| Napfa Names Winner Of Distinguished Service Award William Bengen has won the annual award that recognizes advancements to the practice of fee-only financial planning and advising. |
 PJ O'Rourke: The retirement crisis facing baby boomers and the next generation will be "an ugly mess," says the author of 16 books in our new video. |
| White Paper | Click here to view our latest industry sponsored white papers on fa-mag.com. |
What Makes Some Advisors So Special? Once in a while, I do get surprised by seeing something out of the ordinary. I come across situations where clients don't just admire their advisor. They love their advisor. |
Impact Investing In Public Markets A new report by Sonen Capital hits at the heart of one of the biggest concerns people have when considering impact investments: liquidity. |
| | |
Click Here t o visit Impact Investing, our ongoing review of strategies for sustainable Investing. |
|
|
| |
Click Here to visit our Expert Views section, which features commentary from experts on a variety of issues. |
|
|
|
| Dorothy Hinchcliff, Editor, FA Online
|
| | | | | | | | | | © 2014 fa-mag.com and Charter Financial Publishing Network. All rights reserved. |
| | |
No comments:
Post a Comment