5 Hot Tips For Selling to RIAs
This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention. The session was targeted at anyone who has investment advisory firms as customers such as service providers, broker-dealers or asset managers. Moderator: Kian Rafia, VP, Product Development, Cetera Financial Group Panel: Mark Pennington, Partner, RIA Services, Lord Abbett Michael […]
