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Registered Rep.
April 28, 2015
Robert F. Sharpe, Jr. |
The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life.   |
Registered Rep.
April 28, 2015
Megan Leonhardt |
Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security. |
Registered Rep.
March 31, 2015
Megan Leonhardt |
The Increasingly Happy Broker Generally speaking, the smaller the firm, the happier the broker, according to our fifth Independent Broker/Dealer Report Card survey. |
Registered Rep.
March 31, 2015
Diana Britton |
The Rare Prop Product In REP.'s fifth annual Independent Broker/Dealer Report Card, only 19 percent of 2,058 advisors surveyed said they sell in-house or proprietary products. |
Registered Rep.
March 31, 2015
Ryan W. Neal |
Smaller Firms, Better Technology? Smaller brokerages traditionally have lagged behind larger firms when it came to technology. No more. |
Registered Rep.
March 31, 2015
Megan Leonhardt |
Pay and Compensation There seems to be little correlation between satisfaction and production: Advisors earned an average of $548,176 in gross annual production last year and $71.8 million in assets. |
Registered Rep.
March 31, 2015
Diana Britton |
How Advisors Are Paid The ascendancy of fee-based compensation in the independent broker/dealer space continues. |
Registered Rep.
March 31, 2015
Diana Britton |
Perks of Being an IBD Advisor Many b/ds offer their reps special perks and incentives beyond payout |
Registered Rep.
March 31, 2015
Diana Britton |
Do You Consider Yourself a Fiduciary? A survey of broker dealers on this question. |
Registered Rep.
March 31, 2015 |
MLPs in the Days of Cheap Oil Master limited partnerships fell nearly 14 percent during the fourth quarter of 2014, their largest quarterly loss since late 2008. |
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