INTV

Danny Sarch: What to expect from wirehouse recruiting in '17

February 21, 2017 | Runtime: 1:42

Will the wirehouses go back to offering the super attractive deals that existed before the DOL fiduciary rule? Recruiter Danny Sarch, president of Leitner Sarch Consultants, discusses the outlook for adviser recruiting this year.

Linda Riefberg: What advisers can expect from SEC and Finra examinations in 2017

February 17, 2017 | Runtime: 2:50

Linda Riefberg, special counsel at Cozen O'Connor and former chief counsel at the Financial Industry Regulatory Authority Inc., discusses where regulators are looking now and what would make their programs more effective.

Danny Sarch: How firms should treat top-performing advisers

February 15, 2017 | Runtime: 1:45

If you want to keep top advisers happy, you have to set up a different way of treating them, according to recruiter Danny Sarch, president of Leitner Sarch Consultants.

Paul Pagnato: Advisers need to have a clear message on what their 'why' is

February 10, 2017 | Runtime: 2:30

Paul Pagnato, CEO and founder of PagnatoKarp, discusses how having a company mission can energize staff members and help them better articulate their value to clients.

IMCA's Sean Walters: The shift toward fiduciary investing won't stop

February 09, 2017 | Runtime: 1:16

Regardless of what happens with fiduciary rule regulations, financial advisers will continue to move toward putting the interests of their clients first, according to Sean Walters, CEO of IMCA International.

Who's winning the battle between humans and robo-advisers?

February 07, 2017 | Runtime: 2:11

As human advisers work to adopt more technology features and robo-advisers look to add a human touch, investors could ultimately come out as the winners.

How adviser advocates plan to engage the Trump administration on the DOL fiduciary rule

February 07, 2017 | Runtime: 2:13

Karen Nystrom, director of advocacy at the Financial Planning Association, and Karen Baar, president and CEO of the Investment Adviser Association, discuss the areas of regulation they are focusing on this year, particularly the fiduciary rule.

Mary Beth Franklin: Why Social Security is so important to women

February 03, 2017 | Runtime: 3:00

More than half of Social Security beneficiaries over age 62 are women, and two-thirds of beneficiaries over age 85 are women. InvestmentNews contributing editor Mary Beth Franklin discusses how advisers can help them maximize their benefits.

Advisers react to Trump's DOL fiduciary rule decision

February 03, 2017 | Runtime: 2:13

RIAs from across the industry were surprised and concerned at news that President Donald J. Trump had decided to halt the DOL fiduciary rule. What kind of impact will this have on advisers and clients?

Ed Slott: Why retirees need financial advisers' help more than ever

January 27, 2017 | Runtime: 2:49

Retirees need professional guidance when it comes to taking money out of their retirement accounts and understanding the tax ramifications of those withdrawals, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.

 
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