iSectors Blog: Practice Management


Outsourced ETF strategies supports stronger advisor-client relationships for continued business growth

By Vern Sumnicht In a study by CEG Worldwide, a consulting firm for advisors, a shift (2001 through 2012) was identified regarding advisor emphasis on client relationships as opposed to the historical advisor emphasis...

Why advisors need to understand how a TAMP (Turnkey Asset Management Platform) works

Often, many professionals get so involved in their day-to-day responsibilities that they do not fully understand tools and resources that can benefit their business and their clients. A recent article in The Trust Advisor...