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.
By leveraging SEI’s Financial Planning Tune-up Toolkit, you can help clients maintain good financial health and make sure their plan stays on track.
We answer six advanced questions from financial advisors about the professional social networking site.
Policy reviews only work if you actively approach your clients. Find out how to initiate the conversation today.
Oct 22, 2015
learn how top performers are leveraging smart technology, such as Workflow and digital information capturing tools, to stay competitive and efficient.
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...