Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
The Insured Retirement Institute will host the 2013 IRI Marketing Summit from March 6, 2013 to March 8, 2013 at the Washington Hilton, Washington, DC. For registration queries please e-mail firstname.lastname@example.org or call 202-469-3000.
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.