When account aggregation was first introduced four years ago, many brokers were ecstatic. With the new technology, clients could view all their account information via a single website. But interest is still low...
Salomon Smith Barney is rolling out an Advanced Planning specialist designation that will enable brokers to offer estate-planning services for a fee, according to the firm.
When brokers are lured to a brokerage firm with an upfront signing bonus, they’re required to repay all or a portion of that bonus if they leave the firm. But what happens when they’re fired or laid off for...
The good news: Wealthy people are mostly satisfied with the advice their financial advisors give them. The bad news: Advisors believe their clients are more dissatisfied with them than they really are.
