Broker Dealers
Read about the industry's top broker-dealers, including news, analysis, commentaries and more.
2008 Advisor Hall of Fame
By Ellen UzelacWelcome to Research magazine's Advisor Hall of Fame, now in its 18th year. This eagerly anticipated annual feature has become a benchmark of excellence in...
October 07, 2008
New NAVA Leader Offers Action PlanCatherine Weatherford, the new chief executive officer of NAVA Inc., Reston, Va., is urging the annuity industry to attack the problems caused by today's economic ...
October 05, 2008
Independent Broker/Dealers Not on AIG's Keeper ListThe new chairman and CEO of AIG, Edward Leddy, disclosed in an analysts conference call on Friday, October 3, that the company has begun a...
October 01, 2008
A Student of the Industry into an Industry SuperstarA solid foundation leads to amazing results - at least it did for David Wilcox, a top producer and self-proclaimed "student of the industry." Crediting CRP as his foundation to success, David was able to utilize
October 01, 2008
Who's using them?Whether it's pens, golf balls, T-shirts, mint tins or portable USB drives, company logos and messages are everywhere. Every industry is hip to the marketing boost promotional products provide. The financial industry was No. 2 on PPAI's
October 01, 2008
Who's using them?Whether it's pens, golf balls, T-shirts, mint tins or portable USB drives, company logos and messages are everywhere. Every industry is hip to the marketing boost promotional products provide. The financial industry was No. 2 on PPAI's
October 01, 2008
Exit Strategy?When we last conducted a personal interview with Larry Roth two years ago at the FSI conference in San Diego, he had just joined the...
October 01, 2008
Annuities Better for Women?Women should put 40% to 80% of retirement assets into lifetime income annuities, according to Lifetime Income for Women: A Financial Economist's Perspective, a paper...