At our Broker-Dealers of the Year roundtable in Chicago, we met with the winners of the 22nd annual contest to discuss the direction of the industry and their success overall. They had plenty to say, and the full discussion can be found here, but we couldn’t resist pulling them aside for a one-on-one. Here, Editor-in-Chief John Sullivan talks to Barry Knight, president and CEO of NEXT Financial Group and Division III winner of the 2012 Broker-Dealers of the Year, about his firm’s culture and whether the succession planning message is sinking in.
Despite brighter equity prospects outside the U.S, your clients may be underinvested in international and emerging markets equities. Help them take full advantage of non-U.S....
Explore ways in which you can manage client expectations - while still delivering the best possible experience - with the help of an advisor team.
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Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.
Oct 14, 2015
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Sep 17, 2015
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