Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
How Seniors Make Decisions
By Staff WriterIs there consensus among aging researchers that the decision-making capabilities of seniors decline as they age? The question has bearing on the current discussion about annuity sales to seniors...
April 09, 2008
MDRT production amounts releasedTo qualify for MDRT'S 2009 Round Table, U.S.- based professionals must earn at least $87,900 in eligible commissions paid to qualify, or they must have $175,800 in eligible paid premium or new money invested.Court of the Table aspirants must prove
March 14, 2008
Phoenix Defends PerformanceA financial services company says an investment firm that is trying to oust 3 of its directors is short on new ideas.Dona Young, chairman of ...
March 14, 2008
Phoenix Defends PerformanceA financial services company says an investment firm that is trying to oust 3 of its directors is short on new ideas.Dona Young, chairman of ...
March 07, 2008
Talking the TalkAs you may know, I'm sympathetic to the challenges facing young professionals in the independent advisory community, in no small part because I'm a young...
February 01, 2008
Barring the DoorRecently, one of my clients lost a long-time employee to another firm. This employee had been the admin/back office assistant to a solo practitioner for...
December 15, 2007
Future ShockIn my January 2008 column for Investment Advisor, I write about the increasing challenges of recruiting young professionals in today's overly seller's market. I mention...
November 18, 2007
Maximum ImpactThe annual Moss Adams Studies are always revealing, and this year's recently released Compensation Study was no exception. The pay scale for non-owner professionals is...