Managing emails, scheduling appointments, taking calls and even booking dinner reservations with clients not as time consuming as they once were In a fast-pace world, financial advisers may need a little help with the daily to-do’s that keep them away from working with clients or prospecting for new ones. There are apps for that. The… View Article
People on the Move Associations Sara M. Gaskill was elected 2015 president of the Pittsburgh Metropolitan Chapter of the Appraisal Institute. Ms. Gaskill is a principal with Gaskill Review Services. Others elected to 2015 chapter offices include: first vice president Edward E. Cline, Ed Cline Appraisals; second vice president Terri A. Kulzer-Love, Love Appraisal Services;… View Article
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. There are 5 major ways how lower oil prices can affect clients (Financial Planning) The oil price drop has been one of the biggest stories in the last year. While prices are low, advisors should be aware of… View Article
This news follows the boutique firm’s recruiting of a UBS team in late September Snowden Lane Partners, an independent broker-dealer and hybrid RIA, said Wednesday that a team has joined it from Bank of America-Merrill Lynch (BAC) in New York. Jesse B. Clinton, CFP, and Phillip Pedrena formed the Clinton Pedrena Group, which will operate… View Article