Category: Practice Management
Posted by Shauna Faulkner | Jul 20, 2017
With the passage of the JOBS Act of 2012, effective in May 2016, small businesses can now raise capital through online solicitation of investors or crowdfunding. In essence, the general public can now directly invest in start-up and emerging companies.Read More
Posted by David Molter | Jun 8, 2017
Advisors may want to do research among their own Gen X and Millennial clients to shape their strategy for bringing their communication model into the 21st century by utilizing chat enabled communication.