With overall headcount in the IBD channel declining, big independent b/ds are offering more products and better services to attract advisors with bigger books and help their own reps grow faster.
A checklist that's not for the faint of heart.
Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.
We try to avoid politics in this journal, but this month we couldn't help it. Kristen French, our features editor, ventured downtown to Zuccotti Park and interviewed several protestors for the back page of this issue. (See page 112.) Kristen...
To avoid looking foolish to a customer, the rep makes a terrible choice.
Sentiment Indicators Up Across the Board as Advisors Cite ‘Excess Pessimism’
