Newsletter January 2020

Feb 2, 2020 | Newsletters

Newsletter January 2020

Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the January 2020 Quarterly Newsletter.

Click here to read the article.

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Newsletter January 2020

Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the January 2020 Quarterly Newsletter.

Click here to read the article.

Is Schwab Blocking Broker Breakaways?

Jan 13, 2020 | Media

Is Schwab Blocking Broker Breakaways?

CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.

Is Schwab Blocking Broker Breakaways? By Financial Planning 01-13-2020

Join the Spotlight Asset Group Newsletter

Is Schwab Blocking Broker Breakaways?

CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.

Is Schwab Blocking Broker Breakaways? By Financial Planning 01-13-2020

Newsletter October 2019

Oct 24, 2019 | Newsletters

Newsletter October 2019

Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the October 2019 Quarterly Newsletter.

Click here to read the article.

Join the Spotlight Asset Group Newsletter

Newsletter October 2019

Read the latest Spotlight Asset Group company news, market updates and employee Spotlight in the October 2019 Quarterly Newsletter.

Click here to read the article.

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

Oct 1, 2019 | Media

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.

Click here to read the article.

Join the Spotlight Asset Group Newsletter

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.

Click here to read the article.