5 Hot Tips For Selling to RIAs
This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention. The session was targeted at anyone who has investment advisory firms as customers such as service providers, broker-dealers or asset managers. Moderator: Kian Rafia, VP, Product Development, Cetera Financial Group Panel: Mark Pennington, Partner, RIA Services, Lord Abbett Michael […]
Finding the Keys into Sponsor Platforms (2/2)
This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. This is part two of a two-part series. You can read part one here. Moderator: Bill Broderick, Principal, Investment Advisory, Edward Jones. Panelists: Steve Raimer, Partner, Director of Due Diligence, Lord Abbett & Co. Jeff Holland, Executive VP, Head of Capital Markets, Cole Real […]
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 […]
