Orion Advisor Services has launched a series of initiatives aimed at helping breakaway advisors. The initiatives include Fast Track, an accelerated implementation process, and the Breaking Away Resource Center, an online repository of actionable advice for advisors thinking about going independent. ...
Advicent Gets a New Director of Planning An internal promotion, Tom Burmeister has been serving as a strategic account manager. He joined Advicent in 2013 with a background in business law, compliance and financial services technology. The company described the promotion as a "natural progression" for Burmeister ...
Cheers! Here's To Investing In Fine Wine Fine wine can provide a stable defensive buffer in distressed equity markets and offers lower volatility in return than emerging and global equity markets, across varying time periods, according to a report by U.K.-based wine investment company Cult Wine. ...
