Finance News
Importance of Documented Processes in an Operations Manual
The integration of documented processes with CRM workflows empowers organizations to streamline operations, enhance customer satisfaction and drive sustainable growth.
By NB
Feb 16, 2024
Cetera OSJ Snags $312M Team From LPL Financial
The Regal Wealth Advisors team joined Summit Financial Networks, the OSJ run by Marshall Leeds.
By NB
Feb 16, 2024
Q&A: Looming Regulation Could Impact the Use of Alternative Investments
Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.
By NB
Feb 16, 2024
$24B Choreo Hiring Growth, Practice Management Coaches
These full-time executives will help the firm’s advisors network and build relationships with CPAs in their market.
By NB
Feb 16, 2024