"Over 82% looked at their B/D as a 'business partner' versus 15% who considered the B/D a 'necessary evil'...Reps overwhelmingly rated 'due diligence' and 'back office support' as the most important services they seek from B/Ds--decisively beating marketing support, product list, training, clearing services, compliance, and even payout...The highest grades were given for compliance, timely commission payment and the quality of management...[the lowest for] marketing support and training. Indeed, 15% of respondents gave failing grades to the level of marketing support provideed by B/Ds--25% graded training support as substandard." (Ed. note: A look at the results of this year's poll and profiles of the 2005 B/Ds of the Year honors can be found beginning on page 64.)
We answer six advanced questions from financial advisors about the professional social networking site.
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Sep 17, 2015
Join this exclusive webcast with Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, who will share his insights.
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.