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New year, new you: Prospecting in the virtual world
The truth is, your business can thrive in this 'new normal.' Learning effective ways to prospect virtually can be a huge competitive advantage to advisers who embrace it.
Broker-dealers on getting annuities into 401(k) plans
Guests at the RPA Convergence Broker-Dealer Roundtable and Thinktank say it might be a while before annuities are used in many plans.
InvestmentNews to Host a Two-Day Event Focused on Impact Investing at the United Nations
InvestmentNews will collaborate with the United Nations Office for Partnerships (UNOP) to host the inaugural Impact Forum on December 4-5, 2019, in New York City.
Consuelo Mack to partner with <i>InvestmentNews</i>, serve as executive correspondent
Consuelo Mack, who is widely acknowledged as one of the top voices in business television, will specifically work with InvestmentNews to host the “Portfolio Manager Viewpoints” webcasts, which are designed to provide financial advisers with relevant and timely investment insights.
The underserved
The following is an edited transcript of a March 7 webcast, “New-Wave Prospecting for Advisers,” moderated by InvestmentNews…
Morgan Stanley hit with fraud arb claim over $21M in investment losses
The city of Burlington, Vt., filed an arbitration claim against Morgan Stanley with the Financial Industry Regulatory Authority, alleging breaches of fiduciary duty and fraud by that company's investment consulting division that resulted in damages of more than $21 million for the $118 million Burlington Employees' Retirement System.
