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.
How do you choose the best custodian for you? We discuss the top 8 considerations when making the decision.
The teaser will be: Take a deep dive into asset allocation with a look at tactical investment management, behavioral insights on risk tolerance and decision...
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....
Nov 17, 2015
Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
Oct 28, 2015
As advisors look to grow their business while helping Americans better prepare for retirement, experts suggest they embrace a women- and minority-friendly strategy for their...
Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.