Russell Investments

Deep Dive: Transitioning your business to the next level: Tips for building a practice of the future

Informações:

Sinopse

Description:Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Katherine Fleischmann, business solutions consultant at Russell Investments, as they talk about transitions for advisors—whether from brokerage to a fee-based, fiduciary approach, from advisor-built portfolios to model strategies or from overextended to scalable—and why change is necessary to build the practice of the future.   Disclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital mark