Registered Rep.

The Source for Investment Professionals

Subscribe to the preferred magazine of retail investment professionals, Registered Rep.--absolutely FREE!

Registered Rep. brings you insightful and award-winning coverage of industry trends, of news about the firms, and the latest products and innovations of interest to brokers and advisors. In issue after issue, you'll benefit from Registered Rep.'s tips on how to find new clients, give them better service, and build a better investment advisory practice.

   
 


Wealth Management Letter

From the editors of Registered Rep.

The Wealth Management Letter is a weekly complement to Registered Rep. magazine, the most trusted and respected source of information and insight for retail investment advisors. The Wealth Management Letter provides up-to-the-minute news and insights into the evolving wealth-management profession. From company news and deals to the latest ideas about financial products and marketing.

   


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.

   


Practice Management Letter

From the editors of Registered Rep.

The Practice Management Newsletter, which is emailed twice monthly, covers subjects such as Mastering High Net Worth Selling, 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

   


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.

   


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

Sweating the CFP

By Jerry Gleeson

Think the CFP Exam is Hard? Just wait until next year. Why the designation is worth the cost and effort.

All In The Family

Family teams are common in the wealth management industry and getting more so. Hiring family members can be an easy solution to finding a trustworthy partner and a successor. But there are drawbacks.

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Von Aldo

Most Popular Stories

Featured Book

Elite Financial Teams 

Elite Financial Teams is based on two studies commissioned by The Oechsli Institute on how financial teams.

Elite Financial Teams is a must read for anyone looking to:
  • Refine team roles and responsibilities
  • Develop more efficient practice management
  • Bring in more affluent clients
  • Create client service models suitable for the affluent
...

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