When I started my career at Smith Barney in the US, “back in the day,” people with surplus funds engaged a stockbroker to buy and sell securities on their behalf. This relationship was primarily transactional (with a few liquid lunches thrown in for good measure). Stockbrokers were paid by commission, and each buy or sell ...
As we continue to thrive and expand, the Sophia team requires exceptional people to uphold our high standards for client care and our commitment to equality, inclusion, and community service. We are seeking a Financial Advisor Assistant with superior written and oral communication skills, meticulous attention to detail, and a friendly attitude. They must have ...
Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...
