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As part of the transaction, Advisor Group, in coordination with Reverence Capital, has established a unique advisor recognition program.
* John "Jack" Hammond, Managing Director and Wealth Management Advisor, was named as a Forbes "Best-in-State Wealth Advisor," a Barron's "Top 1,200 Financial Advisor" and a Financial Times "Top 400 Financial Advisor." Hammond joined Merrill Lynch in 2002 and holds the Chartered Alternative Investment Analyst (CAIA) designation and earned the Certified Financial Planner and Certified Investment Management Analyst designations.
"The problem many advisors have is that they're using 20th century technology to serve 21st century clients," Bruckenstein told a gaggle of reporters on Thursday (Feb.
KIRAN BHARDWAJ, "Reason, Emotion, and Consequence: Moral Psychology and Kantian Ideals." Advisor: Thomas E.
The business model of many 3(21) registered investment advisors who do not also act as 3(38) investment managers approximates the business model of registered representatives and thus embraces an interpretation of the term "fiduciary" that is not in an employer's best interest.
There will be an online information-gathering option for clients that will help streamline the account opening process for both advisors and clients.
Read Kitces to Advisors: Don't Fear Robos on ThinkAdvisor.
While advisors expect the election to drive market volatility, they also believe the Federal Reserve's decision about interest rates will have the greatest impact on market volatility during the next six months.
JERSEY CITY, N.J: According to a new white paper released today by Pershing LLC, a BNY Mellon company, the number of digitally-enabled advisor firms is growing steadily as firms adopt technologies to differentiate their practices, attract new clients and enhance operational efficiencies.
Barnes Pettey Financial Advisors is located in Clarksdale, Oxford, Grenada, Jackson, and in Memphis, TN.
Historically, one of the most important roles played by viticulture farm advisors has been outreach and education to the grower community.