Mar 20, 2014

The majority of advisors participating in REP.’s 2014 Independent Broker/Dealer Report Card indicated that they are likely to remain affiliated with their current IBD during the next year. This is excellent news for independent broker/dealers, es...

Four Lessons Advisors Can Learn From March Madness

Mar 19, 2014

Selection Sunday is behind us and March Madness has begun! During the coming weeks, 68 teams will compete for college basketball's biggest prize. Even if you’re not a college basketball fan, there are valuable business lessons you can...

Value My Practice Calculator

Mar 17, 2014

Less than 42 Years Old? Good!

Mar 13, 2014

Think being young hinders your prospecting? Think again! Let’s look at the facts...

Walking Down the Aisle. . . Toward Divorce

Mar 12, 2014

More than two million people get divorced every year in the United States. Annually, it is a $50 billion industry. Divorce rates for first marriages are currently at 52 percent, and second marriage divorce rates hover at 60 percent (75 to 90...

FINRA Hits Securities America, Triad with $1.2M Fine

Mar 12, 2014

Firms failed to properly monitor consolidated reports sent by advisors,regulator says

App Review: Better Bookmarking with Pocket

Mar 11, 2014

Advisors suffer from information overload; there’s just too much to read online — great articles, short pieces that we don’t want to lose, but can’t afford the time to scan right then. Sure, we can bookmark an article, but just try to re-locate...

Q&A: Rob Wilson, the Hip Hop Financial Advisor

Mar 11, 2014

Rob Wilson has a unique approach to prospecting online — much of it centering around his podcasts and playful monikers, from the Hip Hop Financial Advisor to his Twitter alter ego Bobby Deniro. We caught up with Wilson to ask about his...