Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
2 Big Reasons Breakaway Brokers Have a Bright Future: TDAI’s Dorsey
Retention packages are expiring en masse, and clients are leaving wirehouses, sales director Pete Dorsey says. There are two ways an independence-minded advisor can proceed.
TDAI on Advisor Recruiting: Think Broader
For example, career changers, like disaffected teachers or social workers, can make great financial planners, TDAI's Kate Healy says.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Global Clients Need Global Advisors
Taxes, culture, time zones—advising a client a continent away, whether they’re there permanently or temporarily, is challenging.
TDAI on Practice Management: A Little Less Conversation, a Little More Action
TD Ameritrade Institutional recently changed the name of its practice management program to emphasize the importance of taking action to achieve positive outcomes.
Consumers Prefer Banks, Credit Unions to Brokerages 9 to 1
Investors who purchase investment products through their bank or credit union keep those products longer, an LPL study found.
Morningstar App Brings Office, Advisor Workstation to iPad
Morningstar released a new app for the iPad on Wednesday to complement the desktop versions of Morningstar Office and Advisor Workstation.
Insurance for the Most Dangerous Decade of Retirement
Market movements during the first decade of retirement can have an outsize effect on income. Here's how Aria Retirement Solutions helps manage that risk.
More Focused, Less Frequent Marketing Gets Advisors’ Attention
Product providers’ efforts to reach financial advisors may be for naught if they don’t ease up on how often they’re communicating with them.