How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
The Women Advisors Forum series continues to help fuel women advisors ambitions and provide them the tools, resources and connections needed to be successful in this evolving industry. With outstanding experts, dynamic speakers and top producers, these forums are at the forefront of the industry.
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.