Raised and spent $1B for Super PACs -- with little return; 'a waste of money,' says Trump
Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients
TD's Nally: Don't delay in courting NextGen clients
Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."
Investors to get their money back — in ten years or so
Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left
Search for guaranteed income boosts sales; rising stock market fails to lift VAs
Different trusts benefit from puny rates, tax adviser says; 'lock those in now'
In the latest example of the feeding frenzy in the RIA space, First Republic buys a breakaway pioneer.
Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away
New surveys reveal rising optimism among financial advisers while large money managers circle the wagons
Co-mingling assets in model plans would create scalable cost efficiencies
Lisa Roth's Keystone Capital cops an offer from Fortune Financial principals
Th recent <i>IN</i>/Moss Adams Performance Study of Advisory Firms shows that 67% of new clients and new revenue come from either a client or center of influence referral. Yet despite this tried-and-true fact in the advisory industry, less than a third of advisers have a formalized process for cultivating referrals, according to the same study.
It's been an up and down recruiting week for LPL Financial LLC
