Looking Into the Future – Technology and It’s Impact on the Successful Advisor
Technology is a hot topic in financial services today as the variety of robust, dynamic, and scalable solutions available are changing the industry in every facet.
It’s All In The Numbers – Wells Fargo is Abandoned by Both Customers and Advisors
For Wells Fargo, no sentimental commercial waxing nostalgic with stage coach imagery can help them now. Although it may be hard for the executives at Wells Fargo to stomach, the downward spiral of the company is in full effect, as evidenced by recent mid-year statistical reports.
Poker Face – With Lightyear Still in the Cetera Game, What Does the Purchase of Signator Mean?
Advisor Group, a division of Lightyear Capital, announced last week that it had purchased Signator Investors Inc. from John Hancock Financial Services for $50 billion in assets.
Mixed Messages: LPL’s Choice for President of Business Development Leaves More Questions Than Answers
The importance of hiring and retaining advisor talent is an issue at the forefront of every financial services firm as teams have seemingly played hopscotch back and forth among Wirehouses, Independents, Hybrids, and RIAs.
Frank LaRosa, Elite Consulting Partners Founder and CEO, Pens OnWallStreet Voices article “Wells Fargo leadership team misses the mark again”
Elite Consulting Partners Founder and CEO Frank LaRosa is the featured writer of the just released OnWallStreet Voices article “Wells Fargo leadership team misses the mark again”
