INTV

J.P. Morgan's Carson: Three ways the Affordable Care Act affects Medicare beneficiaries

August 26, 2014 | Runtime: 2:41

The Affordable Care Act has changed how much high-income beneficiaries pay for premiums and the potential charges incurred for prescriptions, co-pays and deductibles, according to Sharon Carson, retirement strategist at J.P. Morgan Asset Management.

TD Ameritrade's Healy: How advisers can help women educate themselves

August 01, 2014 | Runtime: 2:13

Women don't necessarily invest differently than men, but they do like to do more due diligence before buying a product, according to Kate Healy, managing director, institutional marketing at TD Ameritrade Institutional. Here's how advisers can help.

Virginia Tech's Klock: What makes the post-Gordon Gekko generation unique

July 31, 2014 | Runtime: 3:40

It was a world fit for the character from the movie "Wall Street" until 2006, but now young professionals really want to make the world a better place, according to Derek Klock, associate professor of practice, finance at Virginia Tech.

Fidelity's Dunne: How to promote the advice profession to Gen Y

July 31, 2014 | Runtime: 2:30

Young professionals often don't understand the financial advice business and how it matches their lifestyles, according to Jylanne Dunne, SVP of practice management and consulting at Fidelity. Here are two things advisers can do to change that.

TD Ameritrade's Healy: The keys to a successful internship program

July 31, 2014 | Runtime: 2:19

To set your firm apart from the competition, you need to let young professionals do meaningful work and develop relationships with mentors, according to Kate Healy, managing director of institutional marketing at TD Ameritrade Institutional.

Cambridge's Vivacqua: Using NextGen talent to fill various roles

July 31, 2014 | Runtime: 3:03

Looking for just one type of person is the biggest mistake many firms make when recruiting NextGen talent, according to Jeffrey Vivacqua, senior vice president of business strategy at Cambridge.

Baird's Thekan: Why firms need to bridge the generational gap among advisers

July 31, 2014 | Runtime: 3:16

By pairing new advisers with experienced advisers, firms can accelerate the transition to the next generation, says Kimberly Thekan, director of talent acquisition and integration at Robert W. Baird & Co. Inc.

Raymond James' Jinks: How to expand the pool of NextGen adviser prospects

July 31, 2014 | Runtime: 2:19

Previous professional experience often helps new advisers succeed, but many firms forget that when looking to recruit young talent, according to Patrick Jinks, director of succession planning and acquisitions at Raymond James.

AIG's Beard: 5 tips for retaining NextGen advisers

July 31, 2014 | Runtime: 2:37

Having a formal training program and solid career track can help young financial advisers advance through the industry, according to Kevin Beard, executive vice president of strategy and acquisitions, AIG Advisor Group.

Dan's Story

July 24, 2014 | Runtime: 5:35

Learn about Dan Candura's struggle to sort out the future of his advisory practice while facing inoperable cancer, part of our Game Changers: Succession Planning feature.

 
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