Top 25 Indie BDs by Annual Revenue
All 58 presidents in Investment Advisor's 2014 BD Reference Guide poll said they believed in the viability of the IBD model.
Americans Worry About Finances, but Just 1 in 3 Work With Advisor
Northwestern Mutual poll finds 66% of individuals lack a financial plan, though many recognize its value.
Gen Y Prices ‘American Dream’ at $3 Million
In a survey released by The Principal, almost half of respondents haven’t calculated a savings goal or even set an arbitrary one.
How to Convert Social Media Conversations Into Sales
A Northwestern Mutual rep's story provides insights into using social media to deliver "soft openings" to prospects and to create a stream of referrals.
New Hire Roundup: American College Names Linda Need Board Chairwoman
Also this week, Hy Saporta was named COO of Steward Partners Global Advisory, and a former top Boehner staffer joined the Bipartisan Policy Center.
Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
How to Lose Clients and Alienate People on Social Media
An online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
The 2013 Broker-Dealer Reference Guide
Raging bulls, skyrocketing energy production, baby boomer retirement—for such a seemingly volatile industry, in the past year, surprisingly little has changed.
Half of Consumers Can Afford to Live to 75: Northwestern Mutual
Findings released from Northwestern Mutual’s 2013 Planning and Progress study show 56% of respondents said they felt financially prepared to live to age 75.
Consumers Looking Long Term but Not Taking Action
Consumers are prioritizing long-term planning over short-term financial concerns, a study released Tuesday by Northwestern Mutual found.