Only 4 in 10 advisors are satisfied in their current roles, found @Fidelity4BD_RIA's recent study. By building engaged, connected teams, & offering digital tools that help advisors work more efficiently, employee satisfaction can improve. https://t.co/EuoeKx8YXE @think_emilyz
Portfolio Products: @Broadridge Financial Solutions, Inc. plans to launch a new app that makes investor voting easier; m+ funds expanded its Defined Outcome Fund menu & MarketAxess launched a suite of U.S. Investment Grade Indexes. https://t.co/eRYq5svpP1 #ThinkAdvisorTech
Under Cherry’s leadership, @BlueHubCapital has invested more than $2 billion and has leveraged more than $7 billion of public and private investment. https://t.co/YDXQdgYn21
Tell us which leaders and innovators most affect your advisory business. Vote now for Investment Advisor’s annnual list of the top 25 influencers. https://t.co/QtcKYbcr2f
.@jpmorgan issued a "Guide to Alternatives" that aims to illuminate a historically opaque asset class. Read more about it here: https://t.co/FsXX0KGNYk
I talked with Leo Kelly recently about why he left behind big firms like Merrill Lynch and HighTower to launch his own independent firm @verdence two years ago https://t.co/jp7bqZJie0