Connecting With Clients' Children Off-to-college meetings can help advisors strengthen relationships with the next generation of potential clients. Advisor Erika Safran reveals a few things she makes sure to discuss.
Were Focusing on Baby Boomers Retirement Pat OConnell, EVP of Ameriprise Advisor Group, says the firms goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.
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Regulatory, recruiting and retirement issues dominated the agenda at the annual BISA conference. Here are some of the smartest things we heard from economists, executives and other industry leaders during the well-attended three-day event. more »
JPMorgan Chase & Co. reached a $13 billion deal with the U.S. Justice Department that ends probes into the banks sale of mortgage bonds, the largest amount paid by a financial firm in a settlement with the government. more »
The bond market has suffered one of its biggest sell-offs in years. With investors shifting their money into other asset classes, bond prices have been left incredibly undervalued. There are several reasons why now could be the best time to go into the bond market. more »
Banks and credit unions are seeing high single-digit growth from their programs. They want more and the opportunity is there, says LPLs Rob Comfort, as the industry is just beginning to tap the potential in providing investment advice. more »
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