FinanceFileManager is an efficient online communication tool for reps and clients.If you want to review a client's portfolio with the client - simultaneously, no matter where the two of you are in the world - you can do it with FinanceFileManager...
Meg Greer believes young women should take control of their lives. And learning about money and finances early is an important part of that empowerment."We have to get away from that fairy tale that your daddy or your prince in shining armor is...
Some potential clients send out the wrong message. When you see these danger signs, proceed with caution.Austin Drukker has developed something of a sixth sense about investors during his 15 years as a producer."You develop a feel for people after...
Merrill Lynch Raises Club Hurdles Firm says production requirements dated from 1997.As anticipated, Merrill Lynch has raised the hurdles for its production clubs. The main change appears to be an increase in the amount of production necessary to...
Mike Hollendoner knows all about the sibling rivalry that can exist between retail brokers and brokers in the fixed-income department. So when he started spreading the word around Dain Rauscher's Chicago office that he was collecting donations to...
Blending Big Pictures and Small Details Meet teams whose members have different personalities and investment styles. How do their relationships work and why do they stay together?They share a first name. But their styles and duties aren't the same...
American Express Settles Sales Practices Class Claim Firm sets aside $215 million to pay as many as two million customers.American Express Financial Corp. is settling a class-action claim alleging fraudulent and deceptive insurance and annuity...
As broker John Townsend stood at home plate and sang the first bar of the national anthem at AutoZone Park, home of the Memphis Redbirds, the audience was likely wishing that Shania Twain or the Dixie Chicks were there instead.But when Townsend...
The latest work woes from fictional rep George Blaumquist. George Blaumquist leans back in his chair and stares blankly out the window to the parking lot. On his desk lies a new account form he just completed for Manny Gillespie. George and Manny...
There's nothing like continuing education. Because I believe in perpetual learning, I frequently attend financial services industry conferences. And I'm always amazed at what I pick up inside the conference room as well as out in the hallway among...
