With Questar-Woodbury Deal, What's Next for Insurance-Owned BDs?
By Janet LevauxWhich BD in this space will be sold next? A recruiter weighs in.
October 10, 2018
Baird Adds $610M Reps From Wells Fargo, Morgan Stanley: Recruiting RoundupMeanwhile, LaSalle St. Securities adds two advisors from Sterne Agee and Broker Dealer Financial Services.
October 10, 2018
College for Financial Planning Starts SRI TrainingAbout 20% of U.S. AUM is now tied to sustainable, responsible and impact investing.
October 09, 2018
Highlander Capital's Weeck Is Passionate About Research and Proud of ItEckart Weeck discovered Warren Buffett early in life and applied much of the Oracle's methods to his own investment management. Here he discusses how he applies deep dives and fundamental research to his trading.
October 09, 2018
What Ohio National's Annuity Trail Cutoff Means for Advisors, BDsCutting off advisors servicing VAs they have sold to clients is anti-fiduciary and harmful to policyholders.
October 09, 2018
3 Ways Super OSJs Can Boost Teamwork and ResultsIt's worth looking at different ways to develop cross-pollination and collaborative business opportunities within a Super OSJ network of advisors.
October 08, 2018
These Advisor Skills Boost Referrals, Deepen Relationships: StudyA new study from FPA, Capital Preferences and T. Rowe Price reveals crucial skills that set high-performing advisors apart.
October 08, 2018
The Wealth Consulting Group's 'Huge Advantage': DiversityThe hybrid RIA has a top-down approach to diversity and inclusion, according to founder and CEO Jimmy Lee.