How Social Media Helps Advisors ‘Seal the Deal’ With Clients
"Goofy pictures" and news on Barbie are just some ways advisors have boosted results using Facebook, LinkedIn and Twitter.
Securities America Hybrid RIA Platform Adds Sales Director
Hybrid-advisor platform Arbor Point names Jeffrey Schmaltz a sales director; a former Edward Jones rep discusses how to navigate the tough road to independence.
Top 10 IRA Rollover Destinations
Affluent investors are expected to roll over about $280 billion into IRAs this year. Where is that money going?
National Financial Chief Sees ‘Tremendous Opportunity’ for Survivors of BD Consolidation
National Financial chief says “weak players have been winnowed out” of the broker-dealer space, with successful firms leveraging their partners.
In Surprise, Helck to Retire From Raymond James
Chet Helck, CEO of Raymond James’ Global Private Client Group and a company board member, said on Jan. 9 that he will retire in February. He has been with the firm for 25 years and will stay on as a special advisor through year-end as needed.
Sallie Krawcheck: How to Increase Your Firm’s Diversity
Hiring multicultural advisors is good for clients and firms, an Edward Jones Survey found. But how do you cultivate diversity? Sallie Krawcheck offers concrete steps.
Raymond James, LPL Recruit Teams With $150M
The IBDs each add two affiliated reps — Raymond James in North Carolina and LPL in Georgia.
Buckingham, Saut, Stovall Share 2014 Stock Picks
The year ahead should be a healthy one for stocks, five top equity strategists told ThinkAdvisor.
Edward Jones Hires 390 Military Veterans as Financial Advisors
Firm lands on several military-friendly employer lists and demonstrates commitment to helping the transition to civilian life.
Women’s Work: Women’s Role in the Industry
The future of the financial services industry, as it seeks to better itself in an ever-changing regulatory landscape, could hinge on a resource that is already present but largely ignored: women.