Edward Jones?is harnessing its teaming models and a treasure trove of client data to deepen insights for its advisors. https://lnkd.in/ewXvndNU
Financial Advisor IQ
图书期刊出版业
New York，NY 6,234 位关注者
Informing, educating, and connecting financial advisors with daily news and a dynamic database of industry research.
关于我们
Financial Advisor IQ (FA-IQ) is a free online daily news service written for Financial Advisors. FA-IQ is a member of the Financial Times family of news services covering the investment management industry, including sister publications Ignites and FundFire. FA-IQ is “all about the client” and delivers powerful news content artfully shaped to help financial advisors build their practices. A team of in-house journalists write original content for FA-IQ on a daily basis. This content is mixed with value-added aggregation that summarizes relevant stories taken from other publications and research reports. FA-IQ delivers critical industry and practice management news like no other publication in the field by focusing on what other successful advisors are doing. FA-IQ content is enhanced by participation from advisors in the FT 400 ranking. This elite group of advisors has proven methods that can be shared and business insight that is valued by their peers. FA-IQ’s daily online content focuses on the front-facing part of an advisor’s business: the relationship with the clients and how to win them, communicate with them, do business with them and ultimately keep them. For more information or to register for free visit us at: www.financialadvisoriq.com.
- 网站
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https://www.financialadvisoriq.com
Financial Advisor IQ的外部链接
- 所属行业
- 图书期刊出版业
- 规模
- 2-10 人
- 总部
- New York，NY
- 类型
- 上市公司
- 创立
- 2013
- 领域
- Financial Advisors、Client Relations、Portfolio Management、HNW Investor Trends和Business Development
地点
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主要
获取路线
330 Hudson St
US，NY，New York，10013
Financial Advisor IQ员工
动态
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CEO Sergio Ermotti on Wednesday said that his bank’s U.S.-based wealth operation is on track for increased profitability through a broader services offering and client base. https://lnkd.in/d_Z766aT
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Read more here: https://lnkd.in/dY2CpAUp
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The wirehouse has added roughly 15 million households from its workplace channel in the past five years. https://lnkd.in/eJmTKMgN
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The firm has vowed to challenge the award issued Wednesday to a group of investors who claimed that a Stifel broker overconcentrated their portfolios in structured notes. https://lnkd.in/gvZw-HND
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Stifel, Nicolaus & Co.?is on the hook for more than $130M over investments in structured notes made for clients by one of its financial advisors. https://lnkd.in/gQKzfZY9
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A dramatic stock market selloff has advisors hitting the phones to calm client fears and fend off temptations to make rash decisions. https://lnkd.in/gZ3em4Dc
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Independent firms continued to rack up gains as nearly 35K registered representatives switched firms in 2024. https://lnkd.in/ghkAVTFe
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