Scott W. Savage, Pharm.D., M.S. ASHP standards require that pharmacy practice management residencies be at least 12 months in duration. During this time, the ...
(Dow Jones) TD Ameritrade's Institutional division last week launched a new version of its practice-management program for registered investment advisors. The custody provider's Maximize My Business ...
Practice management programs enhance broker-dealers' efforts to attract advisers, retain them and boost their productivity, but their bottom-line impact is difficult to measure, according to research ...
WealthSource, a $1.5 billion AUM RIA in San Luis Obispo, Calif., said it will acquire SurePath, an Austin, Texas–based registered investment advisor co-founded by brothers Patrick and Jeff Brewer, ...
In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose. While ...
Advisors and their firm partners should be no different, continuing to offer — and pursue — learning and development opportunities even as we remain physically apart. Indeed, now is the time for firms ...
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