The Accidental Wholesaler (Research Mag) - People skills, product knowledge, reliability and trustworthiness. That’s how Jerry Padilla took his territory from the bottom decile to No. 1.
Fidelity Hopes Reorganization Can Draw RIAs (Bank Investment Consultant) Fidelity launched a new “client experience organization” in its institutional division designed to give a single point of contact to independent advisors, broker-dealers, traders and family offices.
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