Europe, regulation, margin squeeze, market volatility, succession planning and … oh yes, the day-to-day pressures of running a business. We tick the list off so often, it’s getting a bit cliché. But as with last year, we’re not much further along in figuring out these issues. Lawsuits related to Medical Capital and other poorly thought-out products spelled trouble for certain broker-dealers last year, and a few shut their doors entirely. The field is a little less crowded, but for those doing it right, the confusion spells opportunity. With all that in mind, which broker-dealers are thriving, which are merely surviving and which are shutting their doors? We present the 2012 Broker-Dealer Reference Guide, a review of the top BDs in each major category to help you sort it all out and ensure a lasting and profitable relationship for you and your clients.
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ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
One of the most popular investment strategies may be one of the least successful.
Now may be a good time for investors to revisit their fixed-Income strategy.
Find out how to cut through interest-rate noise.
Sep 13, 2017
Join this complimentary webcast to learn a new way to evaluate vision benefits so you have truly useful information that will help you find the...
Aug 30, 2017
Join this complimentary webcast to learn strategies and tips that will improve enrollment for your clients and their employees.
Aug 29, 2017
Join this complimentary webcast for an in-depth discussion on the business cycle and finding fruitful opportunities to invest in each phase.