1 visitor like this article | Viewed 2630 times | 0 comment
Summary: In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues affecting their businesses today.
1 visitor like this article | Viewed 2666 times | 0 comment
Summary: When Morgan Stanley bought Smith Barney from Citigroup Inc. in 2009, it created the largest brokerage force in the industry with more than 20,000 of what the company referred to in a press release as “high-quality” financial advisers. The long-term target, the firm said at the time, was to maintain a workforce of between 18,500 and 19,000 advisers.
1 visitor like this article | Viewed 2686 times | 0 comment
Summary: A day after Envestnet CEO Jud Bergman welcomed attendees at this year’s Advisors Summit with a pledge to help them cross “the digital divide,” the company announced a new digital portal
0 visitor like this article | Viewed 2576 times | 0 comment
Summary: If you're like most financial advisers, you are focused on how to capture a piece of the lucrative IRA rollover market as baby boomers transition into retirement. But fast forward 10 or 20 years and those same clients may be less interested in golf and travel and more concerned about assisted living and estate planning. Will you be ready to address their evolving needs?
1 visitor like this article | Viewed 2504 times | 0 comment
Summary: Some 58 percent of Americans believe their financial-planning efforts need improvement, but 34 percent of us have done nothing to plan for our financial futures, according to a newly released study by Northwestern Mutual.
