If having more autonomy, greater alignment with your clients’ interests and potentially keeping a bigger share of the profit appeals to you, becoming an independent advisor might be up your alley...
Repaying your Social Security and then refiling for benefits can be a winning strategy, netting you a better return than investment in a CD or an immediate annuity would....
Gregory Salsbury, executive v.p. of Jackson National Life Distributors and author of the recently released book, "Retirementology: Rethinking the American Dream in a New Economy."...
The "turning point" in client fund outflows is about to appear for UBS Wealth Management Americas, UBS Chief Financial Officer, John Cryan, said today, as the brokerage business of the Swiss banking giant showed an underlying profitability of $72 million in the second quarter. Outflows at the Americas unit, led by CEO Bob McCann, were $2.47 billion compared with $6.8 billion in the first quarter....
Profiles and fact sheets of independent broker/dealers and registered investment advisories (RIAs), an outsourcing guide, listings of compliance/regulatory consultants, securities lawyers, recruiters, back-office technology offerings and asset management platform providers.
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