Registered Rep.: So you are an Ayn Rand fan, and specifically of her heroic character John Galt. Why? David Loeper: Nearly 20 years ago I read Atlas Shrugged. Objectivism clarified in my mind a moral and noble way to live my life. The basis of the...
If you are not talking to your client about retirement planning, someone else probably is and stands a good chance of garnering those assets, according to The Secret Knock: Unlocking the Retirement Opportunity, a recent report by Pershing LLC and...
Because so much of our coaching involves helping advisors acquire more affluent clients, we're constantly asked the question, What does it take to become a rainmaker? In an effort to learn more, we conducted a focus group with elite rainmakers (an...
A new study on the growing economic power and financial needs of the Indian-American market, “No Longer Newcomers,” underscores the growing reliance on segmentation as a cornerstone of new business development by wealth managers.
Just two months after it announced the acquisition of three RIAs with $2.2 billion in combined assets, United Capital said today it has bought another practice, Vantage Point Advisors.
MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market, the insurer said. AXA Equitable and John Hancock Funds have also recently added resources for financial...
Morgan Stanley is considering new names for Morgan Stanley Smith Barney, the 18,000-advisor retail brokerage joint venture it created in a deal with then-Smith Barney owner Citigroup, back in 2009.
