Is it difficult to succeed as an independent rep of a broker/dealer? Is it an industry of old men? Try telling that to the advisors on this list. Here are the top 20 IBD advisors in the country, with substantial books of business and who have yet to hit middle age.
Swann's Annual Auction of Rare & Important Travel Posters Featured images of diverse geographical locations from the desert of the Mideast to the resorts of Europe, in addition to bold depictions of trains, ocean liners and airplanes was held on ctober 18, 2013 in New York.
Scroll through to see a few of our favorites from this sale.
Many advisors are already considering housing options for their own retirement, but they're lagging when it comes to planning for their own clients' housing needs. Here are some highlights from a recent Legg Mason study on the housing crisis facing aging clients.
Trusts & Estates annual Irish Coffee Nightcap during the 48th Heckerling Institute on Estate Planning was held on Tuesday, January 14, 2014 at 9:30 pm at The Atrium at the Orlando World Center, Marriott Resort & Convention Center and was sponsored by Circa. Scroll through for some photos of this event.
Given many investors' goal of maximizing return, it's not surprising that some investors select funds based primarily on the funds' recent performance record. But is this performance-chasing approach a prudent strategy?...More
How might the Fed begin to move rates? Who is buying negative-yielding European sovereign debt and why? How might investors approach today's environment of constrained liquidity? In this webinar, Delaware Investments portfolio managers Paul Grillo, David Hillmeyer, and Cynthia Isom provide some perspective on the big issues influencing today's market and offer their outlook for the future....More
Specialization is critical for advisors looking to differentiate themselves—with their firms and with their clients. But how do you go about matching your strengths with a specialty that truly interests you, and fits your talents?...More
The vast majority of WealthManagement.com readers are either unfamiliar with life settlements, or are familiar with them but have never recommended them to clients. Many advisors associate life settlements with either an option for the terminally ill, or with unethical activities such as a stranger-originated life insurance (STOLI)....More
Millennials stand to inherit $41 trillion but will any inherit you? Don’t assume you can work with the Millennial children the same way you did their parents. Learn what each generation is looking for in an advisor in this white paper....More