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On Wall Street
April 1, 2012
Pat Olsen |
Mark Luschini Mark Luschini holds the interesting role of Janney's Chief Investment Strategist while retaining his responsibilities for leading Parker/Hunter Asset Management.   |
Registered Rep.
April 1, 2012
Kristen French |
Due Diligence: "Fee-Based" is a Four Letter Word for Financial Advisor Clients Do you use the term "fee-based" with clients and prospects? If so, well, don't. |
Registered Rep.
March 30, 2012
Anne Field |
Human Behavior A discipline combining economics and psychology, behavioral finance turns one basic tenet of economic theory -- that people make rational decisions when given the right information -- on its head. |
Financial Advisor
March 2012 |
Keeping Up In An Evolving Space Scalability. Profit pressures. Self-directed investing. Increased use of mobile applications. These are some of the trends to watch in the financial advisor industry in coming months. |
Financial Advisor
March 2012
Jeff Schlegel |
Go South, Young Man There are opportunities for advisors with an entrepreneurial bent who are willing to go to underserved wealth markets and try to plant their flag in the turf. |
Financial Advisor
March 2012 |
Wirehouses Still King Of The Hill Despite headlines about breakaway brokers and the ascendency of the independent, fee-based advisory model, the Big Four wirehouses are still holding their own. |
Financial Advisor
March 2012
Jim McConville |
Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition. |
Financial Advisor
March 2012 |
Elementary, My Dear Watson International Business Machines Corp.'s Watson computer, which beat champions of the quiz show "Jeopardy!" a year ago, will soon be advising Wall Street on risks, portfolios and clients. |
CRM
April 2012
Judith Aquino |
Banks Are Rethinking Their Outreach Strategies The need for better communication is leading bank marketers to up their game. |
Registered Rep.
March 30, 2012
Diana Britton |
Comings & Goings: April 2012 Richard Aneser has been hired by Lincoln Financial Distributors to serve as chief marketing officer... LPL Financial named Mimi Bock as its new executive vice president of independent advisor services... Advisor ratings service BrightScope added Josh Brown... |
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