Investment Advisor September 2013





Sidebar Stories

  • The 2013 Broker-Dealers of the Year: How You Picked Them; Where They Placed

    The rules for Investment Advisor’s Broker-Dealers of the Year readers’ poll remained the same in our 23rd annual contest. Only producing representatives of the independent broker-dealers that appeared in our June 2013 Broker-Dealer Reference Guide were eligible to vote in online balloting on from June 1, 2013 through July...

  • Give Us Tougher Financial Reform, Americans Say

    Nearly five years after the financial crisis and three years since passage of the Dodd-Frank Act, Americans across lines of race, age, geography and political affiliation who “strongly” support tougher rules for Wall Street jumped 10 percentage points over those favoring such reform last year, according to a study by...

  • Under 55 and Underserved

    To keep your business healthy, you may need to cultivate prospects who are 10, 20 or even 30 years younger than your average client today.

  • You Talkin’ to Me, Sarge?

    According to Neil Howe, a historian widely credited with inventing the term “millennial generation,” military recruitment ads illustrate the differences between Generation Xers and millennials. Whereas Gen X recruitment focused on personal challenge and conquest, the message for millennials is “why we’re fighting in the first place.”

  • Your Virtual Strategy Is a ‘Drip’ Campaign

    Here is a simple strategy that has been used by teachers everywhere: “Tell them what you are going to tell them; tell them; then tell them what you told them. And repeat.”

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