Talk of a firm’s “culture” is all hot air until those values find traction in the most important decision a growing firm can make: Who to hire, and how to pay them.
Financial advisors using an Orion Advisors Services app can now make trades from anywhere the app is installed, including popular CRM platforms. To make trading faster and easier, the portfolio accounting service's Insight app now works with an advisor's CRM of choice so that they don't need to leave it. ...
FA Allegedly Stole $5 Million From Clients—Including His In-Laws A financial advisor in the Chicago suburb of Orland Park allegedly stole at least $5.2 million from his clients, including his elderly in-laws. The Chicago Sun Times reported Wednesday that Daniel Glick, 64, faces one count of wire fraud for the alleged crimes and a maximum of 20 years in prison if he is convicted. ... Prince's Bank Fed Up With Heirs Comerica Bank & Trust, the company appointed to manage Prince's estate, recently fought back against his heirs' accusations that the estate has been mishandled. In filings with the Carver County District Court, Comerica's attorneys claimed that it has made painstaking efforts to protect his music and other intellectual property, but Prince's disgruntled heirs had harried the bank's efforts at every step. ...
You are subscribed to this newsletter as [email protected] Questions or problems? Contact Customer Service Wealth Management | Penton | 1166 Avenue of the Americas, 10th Floor | New York, NY 10036 Copyright 2017, Penton. All rights reserved.
