by Patrick M. Kelly | Sep 25, 2014 | Financial Recruiting Industry
[pullquote]…it is obvious that it was designed by developers that have a deep understanding of the RIA business[/pullquote]It has taken much longer than anticipated, but Junxure CRM (www.junxure.com), a firm that integrates CRM technology, consulting and...
by Patrick M. Kelly | Sep 24, 2014 | Financial Recruiting Industry
Advocates of a uniform fiduciary standard have been frustrated by the slow movement on the issue at the SEC, where Chairman Mary Jo White has directed staffers to develop a menu of options for how to address the investor confusion associated with the uneven regulatory...
