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.
For two days this fall, marketplace lenders, investors and banks will gather to discuss the rapid growth and evolution of consumer finance through technology and data as it moves lending into the 21st century.
The Women Advisor Forum Chicago is dedicated to fostering the growth and success of women in the industry, and developing a network to make the business and intellectual connections to help you succeed.
The Annual Symposium will take place in Niagara Falls, Ontario from September 30th to
October 3rd, 2015.
The IAFP Symposium has consistently provided a rare opportunity to interact with other advanced financial planners. Study technical subjects related to comprehensive planning in a unique case-based format.
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.