Registered Rep.'s E-Newsletters bring you insightful and award-winning coverage of industry trends, news about industry firms, and the latest products and innovations of interest to brokers and advisors.

The Insurance Letter from the editors of Registered Rep


The Insurance Letter will offer practical advice and insight on trends, products and happenings in life insurance. (term, whole, universal, variable, disability insurance, health insurance, long-term care insurance, supplemental insurance, annuities i.e., fixed/variable, uses of insurance (business, estate, charity) and ethical topics.



Wealth Management Letter from the editors of Registered Rep


The Wealth Management Newsletter addresses trends in the wealth management business, as well as new investment and business-building ideas. It is emailed weekly to over 60,000 targeted subscribers.



Practice Management Letter, brought to you by the Oechsli Institute


The Practice Management Newsletter, which is emailed twice monthly, covers subjects such as mastering the art of marketing yourself to high-net-worth clients, capturing the affluent, developing a high-performance wealth-management team, how to build a 21st century financial practice, how to develop your support staff, and more. Advertising within the Practice Management Newsletter will place your message in front of over 70,000 targeted subscribers.



Branch Office Management Letter from the editors of Registered Rep


The Branch Office Manager’s Newsletter is the only publication of its kind dedicated to the needs of branch office managers and others who supervise financial advisors. Appearing monthly, the e-newsletter provides news, advice and insight for the men and women who are responsible for generating sales, increasing productivity and maintaining the highest ethical and professional standards in retail investment sales environments.



The Next Move

Brought to you by TD Ameritrade

At a time when more advisors than ever are on the move - be it from one large firm to another, from big firms to independent broker/dealers, or to registered investment advisories, we look forward to being your one-stop place to learn about career development. Our goal is to be an independent source of practical advice about how to make the most of your career, without advocating one channel or firm over another.

Current Issue

Registered Rep 

Cover

Nickels And Dimes

By John Aidan Byrne

Helping small savers plan their financial futures, without going broke.

Clients, The New Breakaways

First there was the breakaway broker. Now RIAs are grabbing another kind of breakaway, the disgruntled wirehouse client.

browse back issues

Von Aldo

Most Popular Stories

Featured Book

The American Dream Planner 

The American Dream Planner is designed to develop and stress- test wealth accumulation, management and transfer choices. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts (Bypass, Marital, ILITs, CRTs, GRATs), SCINs, marketability and minority interest discounts and other techniques with income, gift and estate tax calculations. Data rich and interactive pie, line and bar charts and tabular data and mail merge provide a source for customizable reports. All versions can share encrypted data. The Personal Edition is intended for individuals with current estates of less than $3-5M. ...


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