Ron Pechtimaldjian

@think_ronpech

Executive Editor of ThinkAdvisor, the top publication for people who manage other people's money. Includes content of Investment Advisor magazine. 🤑

New York
Vrijeme pridruživanja: rujan 2013.

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  1. proslijedio/la je Tweet
    4. velj

    7 Things LPL Advisors Can Expect This Year: CEO Arnold

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    4. velj

    What Medicare for All Should Mean to Us

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    4. velj

    First Female SEC Commissioner and Compliance Chief Elected to CFP Board

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    4. velj

    Brighthouse Adds Indexed Annuity: Annuity Product Update

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    4. velj

    Resources Investment Advisors, an RIA that works on 2,600 retirement plans with $45B in assets, is being bought by OneDigital, a benefits broker. |

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    4. velj

    Benefits Broker OneDigital Buys a $45B RIA

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    4. velj

    Alliance for Lifetime Income Launches Research Group

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    4. velj

    Janney Grabs $273M Father-Son Team From Merrill

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    5. velj

    Kobe Bryant's Work Ethic

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  10. proslijedio/la je Tweet
    prije 17 sati

    Industry academics Michael Finke and Wade Pfau will help the Alliance for Lifetime Income, a Washington-based group that educates consumers about annuities, conduct retirement income research via its new Retirement Income Institute.

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    prije 17 sati

    Janney Montgomery Scott has recruited a father-son team from Merrill Lynch that has worked with about $273M in assets. Anthony and Carmine Tango are now with Janney’s office in Bedminster, New Jersey. |

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  12. proslijedio/la je Tweet
    prije 16 sati

    Want to call and check in with your clients? Here are some low-pressure, yet valuable, subjects to discuss.

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    prije 16 sati

    Commentary: Kobe Bryant's Work Ethic—Sales coach looks at the practice habits of a player's player.

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  14. proslijedio/la je Tweet
    prije 15 sati

    ICYMI: How to Avoid the Secure Act's Long-Term Tax Traps

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    prije 13 sati

    Avoid the 'Assumption Trap' With Your High-Net-Worth Clients

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  16. proslijedio/la je Tweet
    prije 13 sati

    IRS Needs a Major Tech Overhaul, Groups Say

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  17. proslijedio/la je Tweet
    31. sij

    If you're trying to grow your firm the same way a retailer would, you're doing it wrong. Try this instead.

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  18. proslijedio/la je Tweet
    31. sij

    ICYMI: Top Women in WealthTech for 2020

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  19. proslijedio/la je Tweet
    31. sij

    FREE WEBINAR! Join the expert-authors behind Tax Facts as they discuss the new SECURE Act and how this could change retirement planning - both immediately and long-term. REGISTER here: February 13, 2020 at 2 PM ET | 11 AM PT

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  20. proslijedio/la je Tweet
    31. sij

    Reg BI Creates 'Fake Fiduciaries': Jane Bryant Quinn

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