How I became an RIA by winning a golfer's trust in my caddie days and why I broke from his OSJ to avoid conflicts of interest
Tony Velasquez, who met his mentor and first boss on the links, has advice for captive brokers -- don't let the B-Ds scare you into staying!
Author Guest Columnist Tony Velasquez September 30, 2016 at 8:53 PM
FAA
September 30, 2016 — 10:45 PM
Why would anyone care about this 'story'?
Thomas
October 1, 2016 — 2:05 AM
While simply a personal account through time, touching on the achievements rather than the granular details -- I did enjoy this piece and think it's mostly helpful for the young and aspiring.
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How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
