Millennials: Ignore Them at Your Peril
Figuring out how to serve the now-largest of the generations is worth it, several advisors said in a recent discussion.
What Will Be Your Legacy?
A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
American Century Adds LPL Exec; Lucia Grabs First Allied COO
Adam Sokolic has joined the mutual fund firm, while Tiy O'Neal is now with Lucia Securities.
Boomers’ Newfound Freedom Changes How They See Home
Around age 61, boomers say they feel more freedom to live wherever they wish than they did when they were younger.
Pershing Launches Retirement Plan Network for BDs, RIAs
Using NetX360 as its nexus, initiative will provide tools, resources and data to advisors serving DC retirement plans.
Annuity Sales Hit 3-Year High: IRI
Citing Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
Raymond James Taps Retirement Exec From Janney Montgomery
Frank McAleer, a nearly 30-year industry veteran, comes on board to focus on platform, other tools.
Pershing to Launch Retirement Plan Network
Meanwhile, affiliate Albridge is introducing a wealth reporting platform; Pershing talks about its asset growth at Insite conference.
Morningstar to Acquire HelloWallet
Morningstar will pay $39 million for the part of HelloWallet it does not yet own; it plans to complete the deal in the coming days.
Prudential: Advisors Failing to Meet Hispanics Along Continuum of Immigrant Life
Prudential Financial’s 2014 Hispanic American Financial Experience survey reveals that advisors need to do much more legwork to understand and properly serve the Latino community.