View Online

APRIL 28, 2021

MARKETING

The SEC's Ad Rule: New Strategies, New Risks

Samuel Steinberger

Advisors will have to take the good with the bad when it comes to using client testimonials—but they can be strategic.

FULL ARTICLE

Advertisement

ADVISOR CHANNELS

Summit Financial Backs Miami-Based RIA Kandor Global

Diana Britton

Kandor, which serves international clients, comes under Summit's custom capital model, launched in January.

FULL ARTICLE

SPONSORED CONTENT

Generating Growth— Together

Sponsored by Cetera Financial Group

A toolkit to ensure you're continuing to build, maintain, and support relationships across all spheres of your network.

DOWNLOAD NOW

ADVISOR CHANNELS

LPL's Strategic Wealth Services Recruits $215M Team From UBS

Diana Britton

Advisor Chad Taylor joins Strategic Wealth Services, LPL's premium affiliation model launched a year ago, from UBS Financial Services.

FULL ARTICLE

HIGH NET WORTH

The 10-Step MRI for a Company’s Culture

Mitzi Perdue

Find out where things are going well and where they can be improved.

FULL ARTICLE

SPONSORED WEBINAR

The Next Frontier of Fixed Income ESG Investing

Sponsored by Parnassus Investments

Join us for this exclusive webcast on May 4th to hear insights about the evolution of fixed income ESG investing, different approaches to ESG engagement, characteristics of ESG fixed income portfolios, and more.

REGISTER NOW