From the Publisher
AdvisorHub Publisher Tony Sirianni recently sat down with Tim Oden, Senior Managing Director at Schwab Advisor Services, and asked him about the state of our industry.
Our Publisher Tony Sirianni recently sat down with Chris Harvey, CEO of J.P. Morgan’s boutique wealth management unit, and asked him some questions about the state of our industry.
This summit will address the most talked-about issues affecting advisors’ books of business, including Broker Protocol developments, the demise of the DOL Fiduciary rule and the impending SEC Best-Interest rules.
Please join us in midtown Manhattan on October 18th. We promise you great business intelligence and efficient use of your valuable time.
Based on industry trends and your feedback, we have launched two new areas of the site that will enhance the way you do business.