Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
Is Using Big Data Price Optimization — Or Price Gouging?
Insurance provides a valuable bulwark in case of loss, but also allows clients to sleep at night. Peace of mind is worth a premium — but how much?
Bridging the Advisor-Lawyer Gap
How to build advisor-attorney networks that will generate referrals and benefit clients.
Recruiting Roundup: UBS Picks Up Morgan Stanley Reps
Meanwhile, LPL, Ameriprise and Wells Fargo reveal their latest recruiting coups.
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
Oil at 6-Year Low Amid Global Glut. How Low Can It Go?
Gary Shilling says crude is headed to between $10 and $20 a barrel, while Jeff Saut expects “outstanding opportunities” to buy oil-related securities, including MLPs.
For Divorcing Women, Becoming Financially Knowledgeable Is Crucial
More older women are getting divorced, and if they have delegated financial decision making to their spouses, they need to raise their financial knowledge fast.
Securities America Hosts National Conference, Women’s Summit
The indie broker-dealer also says its reps can begin using a mobile-check deposit app.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
Senate Democrats Push Back on DOL Fiduciary Plan
The Obama administration plan to tighten rules on brokers is facing blowback from the president’s own party.