Pax World’s McQuiggan: The business case for investing in women

October 07, 2014 | Runtime: 3:46

Companies that have more women in leadership tend to be more profitable, according to Kathleen McQuiggan of Pax World Management. But why haven’t more companies followed this strategy for success?

TD Ameritrade’s Healy: Elevating women advisers

October 07, 2014 | Runtime: 1:29

Studies indicate that women can’t be what they can’t see, according to Kate Healy of TD Ameritrade. This is why it is critical to show the next generation how to become successful financial advisers.

SS&G’s Diamond: How (and why) advisers should reinvent themselves

October 07, 2014 | Runtime: 3:03

Career reinvention can be scary, but necessary, for financial advisers, according to Carina S. Diamond of SS&G Wealth Management. Plus, she explains why there is no "magic mentor" for anyone's career.

RedTail’s Williamson: What’s next in technology?

October 02, 2014 | Runtime: 2:32

What’s on the horizon for adviser technology? RedTail’s Rick Williamson explains.

Harman Wealth’s Harman: The ‘slippery slope’ of state mandated succession planning

September 30, 2014 | Runtime: 3:18

Every adviser needs a succession plan, but how can you standardize and mandate that? Dean Harman of Harman Wealth says state regulation won’t be an easy thing to monitor and control.

Foothill Securities’ Chipman: How can advisers stand out?

September 30, 2014 | Runtime: 2:20

Over the next five years, advisers need to be open to changing their practice, according to Steve Chipman of Foothill Securities. Plus, he examines some challenges and hurdles ahead for top advisers.

SavingforCollege’s Stack: This is not your father’s 529 plan

September 30, 2014 | Runtime: 1:44

Advisers need to learn to maximize the value of 529 plans, according to Chris Stack, managing consultant at But can college savings accounts be more than small-ticket items for advisers and their clients?

Pershing’s Crowley: How to be more efficient

September 30, 2014 | Runtime: 2:13

The key to productivity and efficiency is simple, according to Pershing’s Jim Crowley, but advisers have to be open to a new experience.

Raymond James’ Curtis: Challenges and opportunities for top advisers

September 30, 2014 | Runtime: 1:59

What are the biggest challenges facing advisers today? Scott Curtis of Raymond James says most successful advisers are worried about the same things.

FSI’s Carlson: Clients want 'something different'

September 29, 2014 | Runtime: 1:17

After the recession of 2008, something changed with clients and now they expect more from their advisers according to Rick Carlson of Carlson Advisors. What can you do to meet these heightened expectations?

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