Lowering the Boom: How to Bring In Gen X and Gen Y Clients
We hear a lot these days about what advisors have to do to attract Gen X and Gen Y clients, and for good reason.
Orion Advisor Services Releases New Prospecting App
The Discover app is meant for mobile devices and can be embedded on any website.
10 Best & Worst Tax States for Retirees
ThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
20 Best & Worst Cities for Pension Funding
The woes of public pensions are big news, but not all are in crisis.
Top 10 Offbeat, Cheap Cities for Retirement
Retirees can find the perfect place to start a new phase of life in any area of the nation.
New Hire Roundup: IMCA Announces 2014 Board
Also this week, Celine Colgan joined the Presidio Group, Girard Securities welcomed David Bombart and National Planning Corp. promoted Scott Montgomery.
Room to Grow: How Advisors’ Approach to Women Might Hurt Their Business
Since word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concerted—aggressive, even—effort to cultivate a female clientele.
Prudential Loses Appeal, Is Designated a SIFI by FSOC
Under the Dodd-Frank Act, Prudential is entitled to bring an action within 30 days in federal court to have the final determination rescinded.
Will Nebraska Bail Out Illinois? News Analysis
When the scale of the pension problem becomes manifest in current state budgeting, will politicians seek to nationalize the problem with a taxpayer bailout, ask fiscally prudent Nebraska to help profligate Illinois?
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.