Curian Survey: Advisors Surprise on Interest Rates, Social Media
A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.
Curian Capital Launches Processing App for Managed Account Proposals
One-stop shopping with the touch of a finger is “pretty cool,” according to Mark Schoenbeck. Advisors might find it hard to disagree.
New Hire Roundup: New National Segment Leaders at Mercer Hammond
This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.
Why Advisors Should Never Let a Crisis Go to Waste
“I was able to take a miserable day and turned it into one of the best PR days I’ve had,” Jim Person said at Curian Capital's semiannual advisor gathering.
New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square
This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.
Advisor Opinion Split on Recession’s End, According to Curian Capital Survey
Client risk tolerance remains low; advisors struggle with time management and efficiency.
The Next Step
When considering a transition from commissions to fees, the first question for planners is usually something along the lines of "How much money am I...
Planners who are contemplating a switch from commissions to fees tend to sound like people about to start a strict new diet: This will probably...
Casting off the chains of commissions is a process