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  2. 10 Things Top RIAs Did Differently From Rivals in 2021

    www.thinkadvisor.com/2022/07/22/10-things-the...

    Meanwhile, the cost of staff time per new client was $3,704 for the top firms compared with $4,160 for all other firms, and the cost of staff time per new $1 million in assets was $2,307 for top ...

  3. Take charge of your money and secure a brighter financial future with Jeff Rose, CFP® and the founder of Good Financial Cents, serving readers since 2008.

  4. Sierra Makes 2 Key Hires As It Plans Further Growth | Barron's

    www.barrons.com/advisor/articles/sierra...

    The firm is part of the Sierra Group of Companies, which last year hired former TD Ameritrade executive Skip Schweiss as its chief executive officer. Sierra was co-founded by Kenneth Sleeper and ...

  5. What a Stockbroker Does, and How to Become One - The Balance

    www.thebalance.com/how-to-become-a-stockbroker...

    While it hasn't always been the case, making stock trades happen for individual investors is most often carried out electronically by discount firms such as Fidelity, TD Ameritrade, E-Trade, or Charles Schwab. But human brokers still handle many trades, especially those for large institutional investors.