Fidelity Investments joined TD Ameritrade in providing a web based tool that helps advisors who are considering leaving the wirehouses decide which independent model is best for them. The “Financial Advisor Economic Estimator” tool enables advisors to compare the wirehouse model to three common independent business models: Starting their own RIA advisory firm Partnering with [...]
Never Forget the Power of Networking
April 13, 2009 By Leave a Comment
Willis Consulting has experienced the power of networking, but even after nine years of growth and expansion, we still need to remind ourselves each day to get up and leave the computer. Sure, the real-time searches, the web site postings and blogs, the e-mails, the hundreds of phone calls all serve their purpose in the [...]
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