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Home > Dennis Gallant

Dennis Gallant

Articles by Dennis Gallant

Defining Retirement 1

"Retirement income" means different things to different players along the financial advisory value chain, and that creates confusion around the concept. Dennis Gallant and Howard Schneider sort out the mess.

Are We There Yet? No, But FAs Can Help. In Search of Retirement Income

Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.

The Top Producer Syndrome

The talent wars for so-called top producers have gotten stiffer in the past two years, and don't show any sign of abating. Of course, who qualifies as

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More

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The Numbers Behind Social Security

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Most Recent Blogs & Columns

May 17, 2013

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Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More

May 16, 2013

User Submitted Content

The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More