2015 Broker-Dealers of the Year: Prospera's David Stringer on the Value of a Niche IBD
By James J. GreenThe leader of the Broker-Dealer of the Year in Division I--David Stringer--explains how Prospera's commitment to customer service benefits reps.
August 14, 2015
Morningstar: GuideStone's Duggan on Religious-Based InvestingChristian-screened funds can stand on their own as investments, CIO Ron Duggard of GuideStone argues, plus "everyone screens" in some way.
August 13, 2015
Morningstar: Evermore Global's Marcus on Opportunities in EuropeEvermore Global Advisors' David Marcus says "we're pure opportunists" who are heavily invested in Europe because "that's where the opportunities are."
August 13, 2015
Morningstar: Hennessy Funds' Brian Peery on Mid CapsThe manager of Hennessy Funds' Cornerstone Mid Cap 30 Fund describes the fund's screening process, including why he focuses on year-over-year rather than quarterly earnings.
August 12, 2015
Morningstar: Everplan's Schneiderman on a New Service for Advisors' ClientsAbby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
August 12, 2015
How to write a great B2B video script (Part 2)Keeping your video brief and having a professional do the voiceover will help you gain credibility.
August 11, 2015
Athene: Driven to do moreWatch this video to see how Athene is driven to do more for you.
August 11, 2015
Morningstar: Matt Lynch on How Vendors Can Best Serve AdvisorsStrategies and Resources' Matt Lynch worries there's "at least one too many intermediaries" in the vendor-advisor supply chain.