SEPTEMBER 23, 2017

CAREERS

Wirehouse Recruiting Reductions Affect All Advisors

Mindy Diamond

Even if a move is not part of your immediate plan, the cutbacks have signaled a big change for all advisors.

FULL ARTICLE

RETIREMENT PLANNING

Bob Reynolds’ Plan for Addressing the Nation’s Retirement Crisis

Diana Britton

The Putnam CEO’s plan could lift annual retirement savings by nearly $700 billion a year within three years, according to EBRI projections.

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Sponsored by Private Advisor Group

According to a recent study, it comes as no surprise to learn that over 65% of financial advisors have no fully documented succession plan.

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ADVISOR CHANNELS

IBDs Increasingly Consider Risk in Potential Acquisitions

Diana Britton

Firms will decline deals that pose potential risks to their culture, sales record and firm value, according to a new Fidelity report.

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INDUSTRY

The Future of the Independent Broker/Dealer

David Armstrong

Matt Lynch, CEO of Strategy & Resources and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how the relationship between advisors and their broker/dealers is changing.

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TECHNOLOGY

The Future of Advisor Technology

Ryan W. Neal

Tim Welsh, founder of Nexus Strategy and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses the biggest stories in wealthtech.

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MARKETING

What Is a Successful Marketing Program?

Diana Britton

Megan Carpenter, CEO and co-founder of FiComm Partners, and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how marketing for advisors has changed and what a good marketing strategy looks like.

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CLIENT RELATIONS

Understanding Your Clients’ Dual Personalities

Chris White

Regardless of investment style, a person’s “shadow” appears alongside economic uncertainty. High-stakes changes trigger emotional and psychological fears at a deep level.

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RETIREMENT PLANNING

Can Robos Automate Retirement?

Ryan W. Neal

Automated advice is typically pitched as a way to reach younger investors, but can it work for retirees as well?

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INSURANCE

The Truth Behind Whole Life Premiums

Bill Boersma

Are they really guaranteed?

FULL ARTICLE

HIGH NET WORTH

Family Offices Anticipate Change

David H. Lenok

The wealthy are looking outward, but there are still disconnects, often generational, between intention and action.

FULL ARTICLE

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