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News
AdvisorHub Q&A: Tony Sirianni with Adam Blumenthal, Chief Growth Officer of OneSeven
13+ hour, 15+ min ago (24+ words) Tony Sirianni with Adam Blumenthal, Chief Growth Officer of OneSeven AdvisorHub AdvisorHub Q&A: Tony Sirianni with Adam Blumenthal, Chief Growth Officer of OneSeven...
Long-Term Investors in a Short-term World: Q&A With Fernando De Leon
5+ day, 18+ hour ago (1040+ words) Leon Capital Group, is neither a private equity fund nor a traditional family office, it is a diversified holding company with a broad array of directly-owned businesses. Because of that structure they really stand out in the crowded RIA M…...
Q&A: Consultant’s First Take on Edward Jones’ Digital Wealth Service
3+ week, 3+ day ago (526+ words) Edward Jones & Co. is piloting a program called Edward Jones Digital Managed Solutions, a mostly automated investment platform that offers users some assistance from remote advisors. The program marks the St. Louis-based brokerage’s latest move to modernize its 100-year-old model....
Family Office Bill Pay: An Advisor's Guide to the Complexity Behind Cash and Expense Management
3+ week, 5+ day ago (186+ words) Financial advisors need to understand the perils and pitfalls that can accompany a poorly run bill pay system and put themselves in a position to solve those issues before they become real problems. Understanding family office expense management can help…...