Rick Weinberg

The boards of directors of the Investment Management Consultants Association (IMCA) and the Institute for Certified Investment Management Consultants (ICIMC) have endorsed a proposal to consolidate the two...

Being emotionally intelligent is a vital characteristic for brokers, according to psychologist Hendrie Weisinger, author of Emotional Intelligence at Work. Sensing the emotions of clients and co-workers, recognizing...

Billy Brewer needed someone. Desperately. His father has Alzheimer's disease and can't communicate. So his mom sought to connect Billy with a Big Brother. But within a span of a few weeks, three Big Brothers strolled...

A.G. Edwards does not sell or share personal information with non-A.G. Edwards companies for the purpose of marketing their products or services. That bold-lettered statement, contained in A.G. Edward's privacy...

UBS PaineWebber is now charging brokers two times gross commissions when clients sell a new issue within 40 trading days, providing the stock hasn’t moved up or down by 10%. The firm announced the policy last...

International standards for financial planning are in the works. Four working groups established by an International Organization for Standardization (ISO) committee to develop global planning standards are submitting...

International standards for financial planning are in the works. Four working groups established by an International Organization for Standardization (ISO) committee to develop global planning standards are submitting...

Author Frank Maselli claims the techniques taught in his book, Seminars, The Emotional Dynamic, can triple brokers' client yield at seminars. The typical seminar has 30 attendees and nets appointments with 10% to 15%...