Americans over the age of 50 represent the world’s third largest economy. This will transform our nation over the coming decades and present financial advisors with a remarkable opportunity. 323 more words
Tags » RIA
Recently, I’ve worked several independent investment advisors to help them develop content for their web sites. Each of these advisors had the same intention—to establish a strong digital presence that distinguishes their practice to prospective clients. 626 more words
Thanks a lot for your message, always happy to hear from you! Please find the links below, as both roles have a Big Data component: 727 more words
Here at Victor Schramm, LLC, we’ve been working on bringing our clients and the public a quarterly Newsletter.
Please join us for the inaugural edition- Q3 2015. 84 more words
As major brokerage firms focus on the multi-millionaire and billionaire clients, the so-called “mom and pop” investor class, those that typically define themselves as “regular” or “middle class,” is getting less love. 290 more words