XY Planning Network Launches Digital Platform for Its Advisors
XYPN partners with TD Ameritrade and RobustWealth to power its new investing platform.
10 Steps to Become a Leader
In any business with more than a few employees, you’ve probably come across people who seem to be destined for advancement.
Why Advisors Attend Conferences Now: Next-Gen Recruiting
And who is helping advisors with this mission? As shown by its words and actions, TD Ameritrade stands out.
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.
From Financial Pupil to Financial Planner
A young planner shares her experience moving up the ranks from a financial planning student to a full-fledged advisor.
Schwab’s Advisor, Retail Chiefs Talk Wealth Management
Bernie Clark of Schwab Advisor Services and Terry Kallsen of Schwab retail speak of Generation Now, robos and referrals.
LinkedIn yields next-gen wealth transfer clients
Advisors are using LinkedIn to reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
Breaking Through Your Career-Track Barrier
In my conversations with next-gen advisors throughout the country, many express frustration that they are stuck in an associate advisor role when their desire is to move into a full lead advisor role.
Young Investors Don’t Want Advisors Who ‘Mirror Them’: Securities America
Gen X and Gen Y want experienced financial advisors and are willing to work with their parents’ FAs, the IBD said at its conference.
Save the Advice Industry! Hire a Retirement-Plan Intern
Bringing a college student on board can boost your business in both the short and long term.