@BlairHduQuesnay (1/2) I'm at an indie BD. Most concerned about how to deal with smaller accounts. Fees aren't practical for the advisor.
— dave_melling (@fedspecialists) February 24, 2015
• During that same speech, the president said he was proud of Sheryl Garrett, an adviser with an hourly fee business.
Obama gives shout-out to @SherylGarrett (a past member of the @cnbc FA Council) at event on DOL fiduciary standard.
— Jim Pavia (@jimpavia) February 23, 2015
• Advisers were abuzz when InvestmentNews published an exclusive on Morgan Stanley's Hunger Games-inspired video. Some took to Twitter to show their distaste for the firm's untimely sense of humor.
Awful Hunger Games parody video for MorganStanley mgrs. http://t.co/Oo3Ienzp0M What was this $70B co. thinking? HT @ReformedBroker
— Colin Camerer (@CFCamerer) February 24, 2015
Others poked fun at the company.
**CRINGE**. Morgan Stanley made a Hunger Games-inspired video. 50 Shades next? http://t.co/rTghrMfWzY
— Katie Martin (@katie_martin_FX) February 25, 2015
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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