Good relationships are never zero sum games. Grateful beyond words.
A bittersweet day as a colleague and friend heads to Pacific Financial Group, LLC to work on RiskPro ow.ly/QiMR30lcyL4
Early mornings shout outs to our great Compliance Roundtable partners: @appway @getriskpro @albridge @TheAtheneGroup @docupace @smarshinc @marketingpro Without you all we would not be able to put these events on. Thank you!
Michigan's Harbaugh: My advice for advisers, and frankly anyone! investmentnews.com/section/video?… via @newsfromIN
Andres Carrier is highlighting @Albridge 's hottest c ase studies. Look at his Context Study ow.ly/G88K309ioLo
Psyched to hear what Kevin Hughes @MoneyGuidePro has to say. Learn more from the Context Tear Sheet! ow.ly/WBJB309ii3l
Can't wait to hear Rahul from @SmarshInc talk about their three coolest offerings. ow.ly/To19309i3PF
Allan G is up next from @docupace showing their cool tools that benefit BDs. See the Context Study ow.ly/p97s309hYjJ
Make it 6!
The unfortunate pause is that the financial services industry literally is hanging on every word instead of focusing 100% on the investor.
Lots of rhetoric on the fiduciary standard, but no real meat on that bone today. ow.ly/5zzF308FGzU
riabiz.com
Trump's lightning-quick backtrack on executive order relating to DOL rule sows chaos in financial...
The new late-day directive from the president casually strikes the six-month delay on the rule leaving lawyers with mouths agape
Cracks in the wall?
DOL proposes allowing some insurance intermediaries to use a BICE under fiduciary rule. bit.ly/2joH8dm
May your Force Be With Those Kids...
Toy drive for @MottChildren! Star Wars Day #CrislerLIVE Saturday 〽🏀 vs. Illinois Info 👉 myumi.ch/6wyQw #GoBlueForce
I cast my Heisman ballot for Jabrill Peppers! Click the player you think deserves the @NissanUSA #HeismanHouse vote!
I'm guiding in work that affects the whole world... :)
Solid discussion on digital advice with Margaret, Aaron and Kevin @albridge by@MarstoneInc @Riskalyze and @Jemstep
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