7 Questions to Help Pivot Your Practice Towards Retirement
This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Ron Fiske, Managing Director, Strategic Partnerships, Envestnet Panelists: Mary Deatherage, Managing Director, Wealth Management Advisor, Morgan Stanley Samuel M. Kiefer, Director of Wealth Management, Partner, Risk Paradigm Group, LLC […]
Finding the Keys into Sponsor Platforms (1/2)
This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. This is part one of a two-part series. Moderator: Bill Broderick, Principal, Investment Advisory, Edward Jones. They launched their SMA program back in 1993 ($2.5 bil AUM), Mutual Fund Advisory (MFA) was launched 4 yrs ago and now has over […]
Inside the Minds of Barron’s Top Financial Advisors
This is a summary of a panel from the Fiserv Client Conference Spring 2012, which was held in Las Vegas, NV. Moderator: Sterling Shea, Managing Director, Head of Advisory & Wealth Management Programs, Barron’s. Panelists: Ed Dollinger, Edward Jones, 26 years – manages $500 mm Theresa Chicopolos, CFP, Wells Fargo, Scottsdale, AZ, 26 years – […]
