As the job of branch managers grows increasingly complex, brokerage firms are grappling with questions about how their managers should be compensated. At many firms, branch managers are no longer compensated on a commission basis, based on branch...
Are you spending a lot of time trying to decipher the idiosyncrasies of a Windows-based desktop or laptop computer? Here are some tricks that will enable you to use your time and energy more efficiently.Autohide: Getting rid of the pesky taskbar I...
After speaking with scores and scores of licensed sales assistants, and the advisors they support in the wirehouse, independent and RIA channels, Registered Rep. has a pretty good idea of what would happen to advisors if their sales assistants...
A summary of articles appearing in the October 2007 issue of Trusts and Estates magazines.
Starting Oct. 1, Levenson will lead The Hartford’s efforts to grow sales
of annuities and introduce new products for Japan’s aging population
If there were ever a time when a branch manager earned his keep, it is during times like these...
In last month's enewsletter, we discussed basic level computation of the economic and tax results of charitable trusts and other planned-giving techniques, focusing on the Brentmark Charitable Financial Planner and comparing it both to freebies...
How Cultivating Existing Client Assets May Boost Your Bottom Line.
