Merrill Lynch brokers plan to pay renewed attention to people with $250,000 to $1 million to invest, a wealth cohort that many big brokerage firms have been ignoring as they pursue clients with multimillions, John Thiel, head of ...
Key Technology Issues You Need to Consider When Going Independent
"It's a family business. You don't get to choose what you want to do. You fill in and you do the role that you need to do to support the family business."
Jim Crowley, chief relationship officer and a managing director for Pershing, spoke with WealthManagement.com at the 2015 Pershing INSITE conference in Orlando. Looking at trends within the industry, Crowley recommends commonsense solutions t...