INTV

Elzweig and Snowden Lane's Mooney: How advisers should vet firms before moving

June 09, 2015 | Runtime: 1:53

Before switching firms, advisers need to make sure there is a cultural fit and that the right resources for their clients are there, according to recruiter Mark Elzweig and Rob Mooney, managing partner and CEO of Snowden Lane Partners.

MetLife's Tom: Help clients sort through pension options

June 09, 2015 | Runtime: 2:35

Eric S. Tom, an adviser at MetLife Premier Client Group, discusses how he helped a 60-year-old client who lost his job through a downsizing sort through his pension payout options and select the appropriate life insurance to protect his spouse.

MetLife's Tom: What NextGen advisers really need to know

June 09, 2015 | Runtime: 1:22

To be a successful financial adviser, you need to be disciplined, work hard and think of your business goals long-term. Plus, you need to not be afraid to fail, according to Eric S. Tom, an adviser at MetLife Premier Client Group.

Katy Votava: Answering advisers' biggest questions about Medicare

May 29, 2015 | Runtime: 1:19

Dr. Katy Votava of GOODCARE.com offers answers to the most common questions advisers have about handling their clients' Medicare planning.

Financial Fountainsí Rainey Braxton: Why are there so few African American advisers?

May 27, 2015 | Runtime: 3:31

The facts are unmistakable. There is a dearth of African American financial advisers in the profession. Lazetta Rainey Braxton, CEO of Financial Fountains, explains what the industry needs to do to correct this problem.

Mary Beth Franklin: How to prevent Social Security survivor benefit claiming mistakes

May 26, 2015 | Runtime: 1:25

InvestmentNews contributing editor Mary Beth Franklin discusses how to keep clients from making costly claiming mistakes when it comes to their eligible retirement and survivor benefits.

Barnum Financial's Blanco: Create a blueprint for bringing along millennial advisers

May 19, 2015 | Runtime: 2:09

In order to help young advisers succeed, Barnum Financial Group has created a clear career track and appointed a specific person in the firm to help them along, according to Paul Blanco, managing partner at the firm.

Mark Elzweig: How wirehouses will start to mimic the independent channel

May 11, 2015 | Runtime: 1:45

The "Big Four" wirehouses will likely take a cue from much smaller firms when it comes to allowing retiring advisers to craft the sale of their business, according to Mark Elzweig, recruiter at Mark Elzweig Co.

Elzweig and Snowden Lane's Mooney: Why the wirehouse model still works

May 11, 2015 | Runtime: 1:49

Though wirehouses' adviser forces are projected to continue to shrink, Mark Elzweig, recruiter at Mark Elzweig Co., and Rob Mooney, managing partner and CEO at Snowden Lane Partners, say that model isn't going anywhere.

Northern Trust's Voltaggio: An alternative income tax strategy for retiring executives

April 30, 2015 | Runtime: 1:26

Rather than rolling company stock from their 401(k) plans into an IRA upon retirement, executives can choose a net unrealized appreciation election instead, according to John Voltaggio, managing director of wealth management, Northern Trust.

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