Broker Dealers
Read about the industry's top broker-dealers, including news, analysis, commentaries and more.
Plan Administrator Offers Analysis Tool
By Staff WriterCustom Design Benefits Inc. has agreed to use health plan reporting and modeling systems from Benefit Informatics Inc.Custom Design, Cincinnati, administers benefit plans.Benefit Informatics, Tulsa, ...
January 03, 2008
Woodbury's Brian Murphy Takes FSI ChairWoodbury Financial Services Chairman Brian Murphy will chair the Financial Services Institute's (FSI) board of governors for 2008, according to a January 2 FSI announcement.
January 03, 2008
Rand Study of Advisor, B/D Industries Is OutThe much-anticipated RAND study of the broker/dealer and investment advisory industries is complete, and its findings confirm that investors indeed have trouble distinguishing between advisors and brokers.
January 02, 2008
FSI Elects '08 LeadersThe Atlanta-based Financial Services Institute, or FSI, says the industry group's board of directors has unanimously elected Brian Murphy, chairman of Woodbury Financial Services of Woodbury, Minn., a
January 01, 2008
New Year's DelusionsHere we go again... another brand new year. Along with a new number to forget to write on our checks, there are many positive things...
January 01, 2008
Up to the ChallengeBoomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...
January 01, 2008
Big Brokers and PlanningNow that fee-based brokerage accounts are forbidden, some major brokerage firms are finding that the shift to investment advisory accounts, financial planning, and the Certified...
January 01, 2008
NEWS & PRODUCTS, JANUARY 2008Standard & Poor's is set to launch three U.S.-based Credit Default Swap (CDS) indexes which wil be focused on the $28.8 trillion Credit Derivatives Market....