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From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Thu, 5 Jun 2014 15:09:06 -0400 (EDT)
To: <mainandwall@gmail.com>
Subject: HighTower CEO Slams Wirehouse 'Masqueraders' & 'Mediocre Advisors'
| | | | | | | | | | | | Top Stories | | | | All Clients Crave New Tech | by ANDREW PAVIA | | There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. "You're moving too slowly and you have to be more aggressive." READ MORE » | | | | | | | | | | | | | | | | | | | | White Papers | | Overcoming Transition Hurdles | | One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow? Are you concerned that the disruption might be too great? You may also be worried about not knowing the depth of legal and compliance considerations. Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth. *The Cogent Discovery Series: Advisor Channel Migration Trends 2013. READ MORE » | | | | | | MORE IN WHITE PAPERS » | | | | | | | | | | | | For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351. | | You are currently subscribed to RIA IQ as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile | | SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809 | | | | | | | |
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