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 Eric Schwartz, the chairman and CEO of Cambridge Investment Research and Division IV winner of the 2012 Broker-Dealers of the Year, about customizing solutions for advisors and the importance of culture in a firm’s success.
Learn how advisors like yourself have approached this important life decision. Get specific steps and tangible action plan items now.
These articles from IMCA's Investments & Wealth Monitor focus on tax-aware investing including a look at the trinity of asset location - taxes, returns, and...
This variable annuity has an M&E of just 0.45% - that's 65% less than the industry average.
Dec 02, 2015
Due to the recent legislation changes to the rules and filing options for Social Security, determining a filing strategy for your clients is now even...
Nov 17, 2015
Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
Nov 10, 2015
Consumer behavior has shifted challenging advisors to change how they run their business by adopting new technology that allow them to focus on increasing client...