February 22, 2017 | Runtime: 3:42
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.
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.
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.
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.
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.
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.
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.
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.
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?
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