How Fiduciary Rule Will Change Advisor Business: AIG Advisor Group Panel
By Janet LevauxFSI's Dale Brown joined other experts at the ConnectED conference in San Antonio to address the practicalities of DOL's fiduciary rule.
September 28, 2015
Better-Paid Employees Build Better Firms: FA InsightOften, in their zeal to contain costs, as Oscar Wilde said, those in charge know the cost of everything and the value of nothing.
September 28, 2015
An Advisor’s Last Challenge: Bowing Out GracefullyAdvisors like to say that clients depend on them for everything, yet that doesn't always extend to how clients are served after the advisor departs.
September 28, 2015
Don’t Make ‘The Godfather’ Your Business ModelDespite the much-repeated advice from the iconic 1972 film that business decisions arent personal, the opposite should be true for financial advisors, Bob Seawright says.
September 28, 2015
Into the (Unknown) FutureA Danish proverb holds that it is difficult to make predictions, especially about the future, and yet day in and day out advisors must plan for an unknowable future.
September 28, 2015
8 Benefits of Clear, Consistent MessagingLast April, we launched an online questionnaire called Kaleido Scope that gives advisory firm owners an overview of how their business compares with a well-run firm.
September 28, 2015
Going Independent: Several Choices, Several SolutionsHere's how to navigate the numerous options available for a dramatic career shift.
September 28, 2015
AIG Advisor Group Is ‘Island of Stability’ in BD Space: ExecA number of broker-dealers are hitting potholes, but this is our best recruiting year in seven years, said SagePoint CEO Jeff Auld.