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Tag: advisors
Why Advisors Should Consider Senior Housing for Client Portfolios
2015-03-24 13:00:00| National Real Estate Investor
By Maxwell Drever For investors, senior housing can be a smart place to put capital for three reasons. read more
Tags: senior
client
housing
advisors
Raymond James takes back what it told advisors about clawbacks
2015-02-13 03:47:27| Apparel - Topix.net
Raymond James is letting its advisors off the hook after previously announcing they would be personally responsible for paying rebates to clients who were wrongly sold expensive funds since 2010. The news provides relief to advisors who were said to be on the hook for up to $10.5 million.
Raymond James CEO Calls on Advisors to Fight DOL Fiduciary Definition
2015-02-04 00:04:16| Apparel - Topix.net
RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year's ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Tags: james
definition
calls
fight
Can IBDs Hang On to Independent Advisors?
2015-01-29 06:29:58| Apparel - Topix.net
RIA Leaders: Top 20 Firms for 2015 Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year's ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
Tags: independent
hang
advisors
151 Advisors Expands M2M and Wireless Industry Practice with...
2015-01-27 21:29:09| Wireless - Topix.net
The new team members strengthen 151 Advisors' management experience and bring additional expertise as the company continues to assist technology companies across the world in solving critical business challenges . Rector has over 25 years of experience in the wireless industry and helped introduce GPS, location-based services and wireless data to the U.S. auto manufacturers in the mid-90's.
Tags: with
industry
practice
wireless
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