What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
Commonwealth Financial’s McMillan Still Sees 4 Economic Green Lights
Yes, the market is overvalued and recent volatility bears watching, but this IBD’s CIO says it’s important to remember why we invest in stocks.
Looming Advisor Shortage Demands New Training Approach
Steve Johnson and other talent mavens aim to change training of millennials, who respond to different methods than prior generations.
Survival Strategies for IBDs
What will the industry look like 10 years from now? What it will take for advisors and broker-dealers to survive that long?
Top BD Execs Predict What Industry Will Look Like in 10 Years
Tony Batman and Amy Webber look at what strategies will succeed and fail, and how advisors can survive.
The Waiter Test: Recruiting Tips from Commonwealth's Bloom
Many broker-dealers speak about the importance of their corporate culture and how careful they are to make sure there’s a “good fit” when they are recruiting new advisors.
UBS Adds Merrill Advisor; NPC Recruits 2 Online
Reps move to National Planning Corp. from Ameriprise and LPL via The Advisor Center, an online clearinghouse.
Shh! Virtual Recruitment Market Lets Advisors Shop Anonymously for New Firms
Companies that have signed on to the Advisor Center include Cetera Advisors, Commonwealth Financial Network, LPL Financial, Pershing Advisor Solutions and TD Ameritrade Institutional.
What Obama Health Law Means Now That It’s Called a Tax
Considering the Patient Protection and Affordable Care Act’s broad reach, one simple thing is true of the PPACA’s potential tax and investment consequences: it’s complicated.
Tax and Philanthropy Focus: Year-End Giving Made Easy
Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.