Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients
The rock star of the mobile world evolves into a tool for reassurance and retention
A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed: 'Nobody's slept since April'
Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs
August 15, 2019 – 7:58 PM
New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA
The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray
May 3, 2019 – 7:11 PM
Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority
The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'
January 8, 2019 – 3:09 AM
I rally encourage trying StoryDesk.
Easy to use, dynamic presentations and pitchbooks at Enterprise level.
Built in back end analytics, so marketing can be measurable. Content adjusted and updated remotely via HQ
How secure is client information on an iPad compared to a Laptop if it falls into the wrong hands? Better, worse, or same?