To successfully manage ATLAS with the Salesforce software, we needed a staff member to step up and complete the Salesforce Administrator Exam. This exam covers the applications, features, and functions available to an end user, as well as the configuration and management options available to an administrator. While being a key player this year in […]
At the beginning of November, Julie Nelles attended Charles Schwab‘s IMPACT Conference in Denver, Colorado. Here’s what Julie had to say about the conference: “With nearly 5K in attendance it would have been easy to get lost in the size of the event, but there was always a familiar Schwab team member available and willing […]
In late October, Travis attended the Finlocity Q4 BD Exec Leadership Forum Conference in Henderson, NV. Here’s what Travis had to say about the event: “At the event we navigated the impacts FINRA Rule 4111 has on the hiring process and retention decisions of Reps who have negative disclosures on their U4’s. We also shared […]
Fall begins the season of our advisors’ client appreciation events! On Wednesday evening, Aaron Hager attended Jamie Eklov’s client appreciation event in La Crosse, WI. He spoke at this event to explain the important role Harbour Investments plays in supporting our financial advisors and their clients. Harbour is always here for our advisors. We are always […]
On October 25th, our conference committee went for a visit to Hilton Appleton Paper Valley Hotel in Appleton, WI, host of next year’s conference. The hotel recently completed numerous remodels. Our conference committee consisting of Julie Nelles, Rhonda Meyer, Kyle Kopitzke and Nikki Dahm had their first meeting with the event staff at the hotel. […]
This month, Rhonda Meyer, our Senior Vice President, attended two conferences on behalf of Harbour Investments. First, she attended First Trust’s “Insight Forum” held in Austin, Texas on October 13th. This conference is for advisors which they host about 40 times a year. Rhonda had a unique perspective being from the back office. They provided a […]
Chicago, IL, Sept. 13, 2021 (GLOBE NEWSWIRE) — Zacks Professional Services (“Zacks Pro”) announces a new strategic vendor relationship with Harbour Investments, Inc., (“Harbour”), bringing access to Zacks Advisor Tools (“Advisor Tools”) to more than 200 advisors in 14 states. Advisor Tools is a web-based platform that provides investment professionals with complete analytics tools as […]
These officer changes and corporate succession plan updates strengthen Harbour’s commitment to remain privately owned for generations to come. Read full press release here.
Industry leading registered investment advisor and broker dealer commits to staying privately held. Read the full press release here:
Nick Sondel promoted Aaron Hager to President and Rhonda Meyer to Senior VP. See Aaron’s newsletter article here: — Letter from Nick — Harbour has always risen to the challenge of creating a bridge into the future where we can grow and adapt to industry change while realizing all the demands that RIAs and broker […]
