Broker Dealers
Read about the industry's top broker-dealers, including news, analysis, commentaries and more.
Art Lures NAHU Attendees
By staff WriterAflac Inc. commissioned a painting of its spokesduck to get the attention of the agents and brokers attending the recent National Association of Health Underwriters convention in New York.
July 06, 2009
Marketing Organizations Ramp Up RecruitingMuch has been written in recent years about carriers' efforts to attract and retain insurance and financial advisors in the independent channel.
July 05, 2009
Marketing Organizations Ramp Up RecruitingMuch has been written in recent years about carriers' efforts to attract and retain insurance and financial advisors in the independent channel.
July 01, 2009
Morgan Stanley Smith Barney: Venture Completes Its First StepsMorgan Stanley and Citi say they have finished the initial work on their Morgan Stanley Smith Barney joint venture, which had been targeted to close...
July 01, 2009
The Wirehouse BoutiqueWhen breakaway broker Robert Sayler defected from Morgan Stanley on a Friday afternoon in the spring of 2008, he left a 14-year wirehouse career behind...
July 01, 2009
LETTERS TO THE EDITOR: Googling Advisors, Obama's Learning CurveWhat Prospects Don't Find When .... I enjoyed reading the May edition of Research Magazine. I particularly enjoyed Jane Wollman Rusoff's piece ("What Do...
July 01, 2009
Not Cutting Back: J.P. Morgan Private Wealth Management CEO Joe KenneyNo doubt Joe Kenney, intent since boyhood on creating a career in financial services, aimed at one day becoming a CEO. Chances are, however, he...
July 01, 2009
Pershing Hosts INSITE '09: Showcases Experts, Reality Checks and Plenty of In-Depth Analysis(Hollywood, Fla.) Clearing powerhouse Pershing, an affiliate of the Bank of New York Mellon, shared top speakers and advice with 1,600 attendees from 13 countries...