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Registered Rep.
August 29, 2014
Megan Leonhardt |
Patching Together an Empire Cetera Financial is now the face of RCAP's independent retail advice segment. How do you keep Cetera's culture from bleeding into all of the other b/ds that RCAP has acquired?   |
Registered Rep.
August 29, 2014
Mindy Diamond |
Ten Years of Myths and Moving Why advisors need to purge common "myths" from their thinking about changing jobs. |
Registered Rep.
August 29, 2014
David Armstrong |
Editor's Letter: September 2014 Larry Roth, the CEO of the newly christened Cetera Financial Group, suggests that the large swath of independent broker/dealers stitched together by RCS Capital chairman Nicholas Schorsch will profit by "synergy," or consolidating back office tasks. |
Registered Rep.
August 27, 2014
Matt Oechsli |
Seven Phrases Advisors Should Never Use Nobody likes to be sold to, especially today's affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors. |
Registered Rep.
August 27, 2014
Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
Registered Rep.
August 26, 2014
Brad Zigler |
What's An Asset Allocation ETF Really Worth? There are now 40 exchange traded products in the asset allocation category -- most of which are young with short track records |
Registered Rep.
August 26, 2014
Diana Britton |
The Evolution of RCAP Nicholas Schorsch, executive chairman of RCS Capital, made his initial foray into the independent broker/dealer space with his purchase of First Allied Securities and The Legend Group, with 1,500 advisors. Since then, Schorsch has been on an acquisition tear. |
Registered Rep.
August 25, 2014
Lynn O'Shaughnessy |
The Most Attractive Student Loans Since many families will need help to cover some of their costs, it's important that advisors be equipped with the basics about borrowing for college. Here are some critical things that you need to know about student loans. |
Registered Rep.
August 25, 2014
John Kador |
REP. Index: The Rise of Entrepreneurs With entrepreneurship expanding every day, advisors ought to know who they will be dealing with. |
Registered Rep.
August 22, 2014
Mark Miller |
Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget. |
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