Research http://wealthmanagement.com/taxonomy/term/6594/more en The Five Skills Advisors Will Need In Tomorrow’s Market http://wealthmanagement.com/white-papers/five-skills-advisors-will-need-tomorrow-s-market <div class="node-body article-body">The advising industry is constantly evolving. These changes influence all aspects of the industry, from the technology available to advisors to the regulatory environment in which they must operate. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/five-skills-advisors-will-need-tomorrow-s-market" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/five-skills-advisors-will-need-tomorrow-s-market#comments Investment White Papers White Papers Fri, 04 Sep 2015 17:33:00 +0000 983981 at http://wealthmanagement.com ETFs vs. Mutual Funds: The Same, But (Very) Different http://wealthmanagement.com/white-papers/etfs-vs-mutual-funds-same-very-different <div class="node-body article-body">ETFs and mutual funds share similarities. This paper explores differences investors should understand</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/etfs-vs-mutual-funds-same-very-different" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/etfs-vs-mutual-funds-same-very-different#comments Investment White Papers White Papers Tue, 01 Sep 2015 15:00:00 +0000 974061 at http://wealthmanagement.com The Top 30 Independent Broker/Dealers in 2015 http://wealthmanagement.com/ibds/top-30-independent-brokerdealers-2015 <div class="node-body data_table-body">In the past, REP. has ranked independent broker/dealers by advisor headcount. This year, we have decided to rank firms by average assets per advisor. </div> <div class="field-csv-file"> <span>CSV File:&nbsp;</span> <div class="filefield-file"><img class="filefield-icon field-icon-text-csv" alt="text/csv icon" src="http://wealthmanagement.com/sites/all/modules/contrib/filefield/icons/text-x-generic.png" /><a href="http://wealthmanagement.com/site-files/wealthmanagement.com/files/data-tables/Top30IBDs2015.csv" type="text/csv; length=1092">Top30IBDs2015.csv</a></div> </div> <div class="field-disable-sidebar"> Off </div> <fieldset class="fieldgroup group-images"><legend>Images</legend> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2015/08/business-people-working-rawpixel-ltd-istock-thinkstockphotos-488851961.jpg?1440787708" /> </div> </fieldset> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/ibds/top-30-independent-brokerdealers-2015" target="_blank">read more</a></p> http://wealthmanagement.com/ibds/top-30-independent-brokerdealers-2015#comments IBDs Rankings Mon, 31 Aug 2015 10:00:00 +0000 975181 at http://wealthmanagement.com The Top 10 IBDs of 2015 http://wealthmanagement.com/ibds/top-10-ibds-2015 <div class="node-body gallery-body">Here are the top 10 independent broker/dealers in the business today, ranked by assets per advisor.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/ibds/top-10-ibds-2015" target="_blank">read more</a></p> http://wealthmanagement.com/ibds/top-10-ibds-2015#comments IBDs Rankings Mon, 31 Aug 2015 10:00:00 +0000 978121 at http://wealthmanagement.com Challenging Traditional Notions About Life Insurance http://wealthmanagement.com/challenging-traditional-notions-about-life-insurance <div class="node-body link-body">Thought you knew everything you needed to know about life insurance? Think again.</div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/MetLife-logo-blue-PMS285.jpg?1440709336" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/challenging-traditional-notions-about-life-insurance" target="_blank">read more</a></p> Webinars Insurance Wealth Planning Webinars Thu, 27 Aug 2015 20:57:00 +0000 978271 at http://wealthmanagement.com Where to Retire in 2015: 150 Cities Ranked http://wealthmanagement.com/retirement-planning/where-retire-2015-150-cities-ranked <div class="node-body gallery-body">More than ever, many investors are considering moving to maximize the savings available to them in retirement. Here are 150 of the largest U.S. cities, ranked by their quality of life, health care and affordability.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/where-retire-2015-150-cities-ranked" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/where-retire-2015-150-cities-ranked#comments Third-Party Research Retirement Planning Wed, 26 Aug 2015 19:00:00 +0000 975761 at http://wealthmanagement.com Credit Union Members: An Untapped, Approachable Market for Financial Advisors http://wealthmanagement.com/credit-union-members-untapped-approachable-market-financial-advisors <div class="node-body link-body"><p>Today, more than 100 million Americans are members of a credit union. Yet surprisingly, 97% of these members don't have an established advisor relationship through their credit union. And the only thing standing between you and this sea of potential clients may be your broker/dealer.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/cuna%20logo.png?1440535657" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/credit-union-members-untapped-approachable-market-financial-advisors" target="_blank">read more</a></p> Webinars Practice Management Webinars Prospecting Tue, 25 Aug 2015 20:40:00 +0000 975741 at http://wealthmanagement.com Straight Talk: On The Brink Of Breakthroughs http://wealthmanagement.com/white-papers/straight-talk-brink-breakthroughs <div class="field-deck"> September 2015 </div> <div class="node-body article-body">A new era of health care innovation looms on the horizon. Andy Acker, Portfolio Manager of the Janus Global Life Sciences Fund, explains why he still sees considerable growth potential ahead for the health care sector, even after a strong three-year run. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/straight-talk-brink-breakthroughs" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/straight-talk-brink-breakthroughs#comments Investment White Papers White Papers Tue, 25 Aug 2015 18:00:00 +0000 935511 at http://wealthmanagement.com Social Security Big Opportunity for Advisors http://wealthmanagement.com/retirement-planning/social-security-big-opportunity-advisors <div class="node-body article-body">Investors want advice on Social Security and are willing to make changes to get it. A majority of investors recently surveyed said they would switch advisors to maximize their Social Security benefits.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-big-opportunity-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-big-opportunity-advisors#comments Third-Party Research Retirement Planning Tue, 25 Aug 2015 16:53:00 +0000 975421 at http://wealthmanagement.com Copyright Justin Sullivan/Getty Images Supreme Court Decision on Same-Sex Marriage: A Collection of In-Depth Analysis and Insight http://wealthmanagement.com/white-papers/supreme-court-decision-same-sex-marriage-collection-depth-analysis-and-insight <div class="node-body article-body">Obergefell v. Hodges is a consolidated Supreme Court case involving same-sex couples, some of whom sought marriage licenses in Michigan and Kentucky despite state laws restricting marriages in the state to opposite sex couples</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/supreme-court-decision-same-sex-marriage-collection-depth-analysis-and-insight" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/supreme-court-decision-same-sex-marriage-collection-depth-analysis-and-insight#comments Investment White Papers White Papers Tue, 25 Aug 2015 16:22:00 +0000 959161 at http://wealthmanagement.com