Dan's Story

July 24, 2014 | Runtime: 5:35

Learn about Dan Candura's struggle to sort out the future of his advisory practice after being faced with inoperable prostate cancer, the first in our Game Changers series.

Raymond James' Elwyn: What advisers can learn from hip hop

July 10, 2014 | Runtime: 2:44

Tash Elwyn, president of Raymond James & Associates Inc. private client group, discusses what working with hip-hop clients as an adviser taught him about serving client niches effectively.

Raymond James' Elwyn: The coming retirement tsunami

July 10, 2014 | Runtime: 1:21

Raymond James & Associates private client group president Tash Elwyn sees a coming retirement crisis as a potential industry-changing event.

Dynasty's Penney: A split between advice and product manufacturing on tap

July 09, 2014 | Runtime: 1:43

Shirl Penney, president and CEO of Dynasty Financial Partners, sees RIAs and wirehouses drawing clearer lines regarding their approaches, forcing advisers to choose between advice and products.

Dynasty's Penney: What's inspiring breakaway broker movement now

July 09, 2014 | Runtime: 2:25

Many trends in the advisory industry are inspired by clients, and the breakaway broker movement is no exception, according to Shirl Penney, president and CEO of Dynasty Financial Partners.

Raymond James' Curtis: Two succession planning scenarios

July 07, 2014 | Runtime: 2:04

Advisers need to plan for what will happen to their clients after they retire and if a catastrophic event prevents them from running their businesses, according to Scott Curtis, president of Raymond James Financial Services.

Mary Beth Franklin: 3 smart Social Security strategies for married couples

June 30, 2014 | Runtime: 4:33

InvestmentNews contributing editor Mary Beth Franklin highlights three claiming strategies couples can use to increase their benefits -- in one case, to more than $60,000 a year.

Mary Beth Franklin: How to undo early Social Security claiming decisions

June 30, 2014 | Runtime: 2:19

There are two strategies that can help delay Social Security and allow benefits to grow by up to 32%, even after a retiree has already claimed. InvestmentNews contributing editor Mary Beth Franklin explains what to do.

Morningstar's Kinnel: Investing in a 'meh' environment

June 20, 2014 | Runtime: 3:21

Russ Kinnel of Morningstar says there’s a general lack of enthusiasm in the stock market right now. So where should you be looking to keep your clients excited about investing? Plus, Mr. Kinnel offers his perspective on smart beta.

Value vs. growth; Beatles vs. Rolling Stones

June 20, 2014 | Runtime: 3:17

Beatles or Stones? Sgt. Pepper or Sticky Fingers? "Let it Be" or "Gimme Shelter?" David Koenig of Russell Investments asks, just as in music, why should you be forced to choose just one investment style?

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