Tom Nally tells advisors gathered for the firm’s national conference it’s business as usual, even as the DOJ signals more scrutiny of the proposed acquisition by rival Charles Schwab.
In related news, CEO Joe Duran will buy an apartment in New York, where Goldman is headquartered, an indication that he’ll continue to lead the business he built.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Mark Scott, vice president of communications for an institutional investment data company in New York City, about his interactions with the industry.
Dave Nadig and Matt Hougan declared at Inside ETFs that investing is a solved problem; now advisors need to rethink the core of their businesses and how they allocate their time.
Hear from two industry veterans discussing the client journey as a framework for developing a technology blueprint for enhancing service delivery, driving client satisfaction, which results in more referrals.
Once asset managers can convert traditional mutual funds into ETFs, that will change the market for mutual funds, according to panelists at Inside ETFs. But one speaker says it won't be the end of mutual funds.
You’re not going to lose prospects by carving out a niche. In fact, it can make marketing efforts more efficient and propel growth, said panelists at the Inside ETFs conference.
While it will still represent the firm’s commitment to the fiduciary model, HighTower’s refreshed branding will focus more on its community of advisors and the holistic wellness of the end clients they serve.
