It is such an honor to be able to sit and talk with industry insightfuls such as those I selected to be a part of my last roundtable centered on the investment landscape and what financial advisors should be thinking about in 2015.
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
Showing posts with label brian battle. Show all posts
Showing posts with label brian battle. Show all posts
Saturday, March 7, 2015
See What's New on Advisor's Think Tank - Investing Roundtable Now Live!
Labels:
advisor partners,
bond analytics,
brian battle,
eric cott,
FPA Seattle,
gerard cronin,
impact communications,
Loring Ward,
marie swift,
mfa capital,
OIC,
performance trust,
rich gates,
Rob Wyrick
Thursday, July 17, 2014
Which is Best: Bond Mutual Funds or an Individual Bond Portfolio?
Get the answers you need to make the best decisions for your clients.
Attend Bob Veres' Insiders Forum in Dallas.
Don't miss this session from bond analytic experts Brian Battle and Jason Stuck from
Performance Trust Analytics Group.
To register for the Bob Veres' Insider's Forum visit www.InsidersForum.com.
Labels:
bob veres,
bond analytics,
bond funds,
bond ladders,
brian battle,
cusips,
financial advisors,
fixed income,
individual bonds,
insiders forum,
jason stuck,
marie swift,
performance trust,
personal bond desk,
RIA
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