November 16, 2014 | Runtime: 5:04
Tony Robbins says he didn’t want to write a book about financial planning, he needed to. Plus, find out who Mr. Robbins trusts to manage his money, and how the book changed his approach to investing.
November 10, 2014 | Runtime: 1:26
With the midterm elections over and the Republicans in control of Congress, changes could be coming to the Affordable Care Act. Carolyn McClanahan, director of financial planning at Life Planning Partners, discusses what to expect.
November 10, 2014 | Runtime: 2:10
LPL Financial managing director William Morrissey discusses whether the market’s momentum from 2014 will carry into next year and where he sees deterioration in the markets. Plus, find out how LPL fares in the flight to independence.
November 10, 2014 | Runtime: 3:45
Spending money to deliver new applications to advisers is no good unless proper training to integrate them also is provided, according to John Taft, CEO of RBC Wealth Management (U.S.)
November 10, 2014 | Runtime: 2:24
How is Wells Fargo attracting young advisers? Brand Meyers says new recruiting strategies (and new compensation models) are critical for the future success of Wells Fargo Advisors.
November 10, 2014 | Runtime: 2:46
Clients want access to their advisers 24/7, but is that realistic? Brand Meyer, head of the independent brokerage group at Wells Fargo Advisors, says firms need to get creative amid the increasing competition from robo-advisers.
November 10, 2014 | Runtime: 2:43
The economy and the markets are showing signs of strength, according to Raymond James’ Tash Elwyn, and that’s good news for advisers and clients.
November 10, 2014 | Runtime: 1:55
When it comes to FINRA’s CARDs proposal, costs and other issues have SIFMA’s incoming chairman worried. Can this information really be secure and what will it be used for?
November 10, 2014 | Runtime: 3:20
Changes in Congress could have big implications for financial advisers, according to Kenneth Bentsen of SIFMA. Plus, what other regulatory issues are critical for advisers today?
November 10, 2014 | Runtime: 2:21
Bill Johnstone, SIFMA’s incoming chairman, weighs in on the industry’s concerns as it waits to see if the SEC and DOL can get on the same page regarding a uniform fiduciary standard.