George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
In part two of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
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New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms
Panel dismisses call for stronger deterrence given risks posed by crypto, social media
The move is expected to reduce delays, simplify the banking complaints system