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?

Evermore's Marcus: Investment opportunities abound in Europe

June 19, 2014 | Runtime: 3:06

After spending some time in the back of the pack, David Marcus of Evermore Global Advisors has surged to the front by remaining committed to investing in Europe. Find out why (and how) his investments have thrived.

Top tech trends for advisers

June 19, 2014 | Runtime: 1:55

Cloud computing? CRMs? Industry experts and vendors break down some of the biggest technology trends facing advisers today.

Schwab's Clark: How advisers must adapt to Generation Now

June 17, 2014 | Runtime: 2:11

Bernie Clark, executive vice president and head of Schwab Advisor Services, discusses how advisers need to change their practices to accommodate the 30- to 45-year-old investors immediately following the baby boomers.

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