Industry

Recruiters see a banner year for advisor moves, likening the landscape to a seller's market.  More »
Family offices will face increasing challenges, according to Deloitte's 2015 Private Wealth Outlook, but financial advisors can help, says Julia Cloud, the firm's national managing partner for private wealth.
'Financial advisors' insights are critical in helping the family offices evaluate and execute their next steps,' says Julia Cloud, national managing partner, private wealth, for Deloitte.  read more »
Aiming at a new professional certification, the Institute for the Fiduciary Standard published a draft of best practices for fiduciaries, seeking to help investors distinguish between "product sellers and advice givers."  read more »
The January Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 18, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here