After two years of operating an independent practice, a seasoned advisor is ready to take on two partners. He wants the experts to tell him how they should divvy up the pot.
Wachovia's decision to let employee reps transfer to its independent channel will help it retain top producers, but will it squeeze margins? Other firms will be watching
Of all the financial books that have been published since Registered Rep. made its debut in 1976 these deserve re-reading. A short list of our favorites
Whatever happens to estate taxes, there will still be a strong need for putting together trusts and insurance policies that enable your clients' assets to survive their death intact.