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'There will be absolutely no pressure to sell any of our products,' says RCS chairman Nicholas Schorsch, who built a fortune on nontraded REITs but has recently been acquiring several big independent B-Ds.
February 27 -
Banks and credit unions need to up the ante if they want to lure advisors from other firms.
February 27 -
A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.
February 27 -
High-powered female professionals have a specific set of needs and expectations. Use these tips to make sure your service measures up.
February 26
Fidelity Institutional Wealth Services -
The firm has enticed away an advisor team with $1 million in production from Wells Fargo for its Bartlett, Ill., office.
February 26 -
Despite falling foot traffic, banks continue to be an ideal channel for anyone who hasn't developed a book that comfortably produces in excess of $500,000, says recruiting executive.
February 26 -
For RCS advisors and brokers, the sweet spot will be individuals and families with $300,000 to $3 million in investable assets, Schorsch says.
February 26 -
Pimco's Mohamed El-Erian clashed with co-founder Bill Gross before announcing last month that he's leaving the firm, the Wall Street Journal reported.
February 26 -
Australia institutes sweeping changes in the laws governing financial advisors' practices.
February 26 -
The only question on any FAs mind should be When is this coming, and should I make a change now before the big deals dry up? Because its not a question of whether or not the big recruitment deals are going to lose steam, its just a matter of how quickly they will begin drying up.
February 26
