Women are still a minority in financial services, despite the industry's efforts to address the gender imbalance. But the 10 women here are not only financial advisors, they're highly successful business owners as well.
If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. But here are seven things that you should do before leaving your wirehouse role.
Today, a wider swath of the investing community is finding it easy to invest in alternatives, including independent broker/dealers. Here are the highest-rated IBDs for access to alternative investments, according to the 2014 IBD Report Card.
Effective sports franchises, like effective companies, strictly adhere to strategies that will increase their chances of success. Here are four lessons from March Madness that can help you run a better practice.
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More