NOVEMBER 6, 2017

HIGH NET WORTH

Q&A With Former MLB All-Star-Turned-Advisor Steve Finley

David H. Lenok

From the big leagues to big finance.

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INDUSTRY

Securities America Picks Up Second OSJ from LPL in as Many Weeks

Diana Britton

Elite Financial Network, a super OSJ with $744 million in client assets, is coming over from National Planning Corporation.

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Sponsored by FlexShares

Memorable client events don't just happen. Whether it's an in-person or virtual conference, seminar, or customer appreciation day, and whether you have three weeks to plan or an entire year, your event's success hinges entirely on the details. Here are some essential tips to help you prepare.

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TECHNOLOGY

Wells Fargo Launches Robo Advisor to Target New Investors

Reuters

'Intuitive Investor' works with Wells Fargo's online banking services and also gives users access to the Wall Street bank's market research and financial advisers.

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