Friday, 27 September 2013

6 Things to Know About Recruiting Gen Y

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September 27, 2013

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways. read more »
SEC Chair Mary Jo White said her agency will shift its focus to bring more cases against individuals who violate securities laws rather than the companies where they work. read more »
With the need for retirement and legacy planning urgent and growing, advisors who center their practices on senior clients can do exceedingly well. read more »
The number one Social Security strategy is maximizing both spouses' benefits. Here are two ways to help clients do this. read more »
A new report gives added ammunition to the champions of passive investing. read more »

Must Read

Top Retirement Destinations Overseas

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more »

Must Watch

Lessons From D.A. Davidson’s Merger with Crowell Weedon

D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more »

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