Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and in revenue even during this grinding recession, and to better portfolio performance because Bob can concentrate on that ability of his rather than on running the business. But in addition to the improved financial and portfolio results now, there's a more long-lasting benefit. Because the firm is composed of a team of folks all taking responsibilities for their own jobs rather than being Bob Reed's one-man show, Personal Financial Advisors is undoubtedly more valuable as a business, which may come in handy for Bob in the future.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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Variable annuities are simplifying, bringing new opportunities to grow your business. Take a quick dive into recent product evolutions and how to identify the best...
Get to know each Millennial’s unique mindset
Access research on what Millennials value and what motivates them financially.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...