Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation—so tricky, only a robot might be able to defeat it.
Raymond James Keeps Up Social Media Push
The firm says close to two-thirds of reps are up and running on Facebook, Twitter and LinkedIn.
Turning Succession Planning Into Business Growth: Raymond James
The independent arm at Raymond James is brokering deals for its own advisors, as well as for breakaway wirehouse reps nationwide.
Raymond James Exec: ‘No Robo-Advisor Plans’
Raymond James' indie arm remains focused on advisors, their growth and recruiting, according to President Scott Curtis.
TD Ameritrade Misses on Q1 Earnings
In the coming months, the firm will decide whether to focus on growth through marketing and salespeople or technology, or both, CEO Tomczyk says.
A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Raymond James Kicks Off National Indie Event
The Las Vegas-based conference is drawing nearly 1,900 independent reps and over 70 prospects.
Drop the Jargon: Clients Don’t Care
"When I hear the word 'underwriting,' I have a mental picture of people working in hell with typewriters," one consumer said in a LIMRA presentation.
Hearsay Social’s New Curated Content Tool Moves Beyond Finance
The tool lets advisors access preapproved content on everything from lifestyle news to sports in order to help build a brand that reflects their personality.