Investment News & Analysis for Financial Advisors | ThinkAdvisor

Time 2020-07-21 01:04:57

Web Name: Investment News & Analysis for Financial Advisors | ThinkAdvisor

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Republican leaders discussed the bill with Trump in the Oval Office today. Democratic leader Schumer blasted the proposal. Fava, head of RIA innovation efforts for the past four years, leaves ahead of Schwab's purchase of TD Ameritrade. Adding more federal stimulus is like “pumping air into a leaky tire,” he says. Emily Schlosser replaces Jim Crowley as compliance chief a year after the former CCO was tapped to lead the BNY Mellon business. The former advisor also took money from a grandmother's 529 plan, the SEC said. Equity analysts weigh in on the company, its purchase of TD Ameritrade and more, ahead of its investor call. The former broker “used dishonest sales practices” to sell nontraded REITs and other alternative investments, state regulators say. Three judges appointed by Democrats say the state needed formal federal approval for a risk-adjustment effort. ShoreHaven Wealth Partners includes a father and son duo and others who serve a multi-generational client base. The platform automates the forgiveness process for small-business owners who received PPP funds. The number of hospitalizations appears to be back up to where it was in mid-April. TGIF is an actively traded ETF that will invest primarily in short-term corporate debt. |六月 25, 2020 We spotlight Envestnet portfolio managers with strategies that produce consistently strong results. The pivotal decision: Choosing your custodian From Schwab Advisor Services Ready to take the first step toward becoming an investment advisor at an independent RIA firm? Open the door to independence with the right custodian by your side. Download Resource › Help your clients ride out market volatility -- with confidence From Lincoln Financial Group Use this conversation starter to explain why it s so important to stay invested -- in good times and bad. Plus receive strategies to help clients keep their retirement goals on track, even as they become more sensitive to risk. Download Resource › Navigating Market Volatility and Retirement From Franklin Templeton Targeted news and analysis focusing on how advisors can help their clients effectively manage this unusually difficult market uncertainty and key retirement issues. Download Resource › Power Your Firm's Value Proposition with a Financial Planning Strategy From Orion Advisor Technology Help your clients understand the many benefits of financial planning by implementing a powerful marketing strategy around your financial planning offering using our guidelines and best practices. Download Resource › Understanding Millennials, Your Largest Pool of Prospective Clients From Cavanal Hill Funds This crucial demographic continues to become more important as Baby Boomers get older. Discover what you need to do to effectively reach the Millennial generation. Download Resource › Going independent with the hybrid RIA model From Schwab Advisor Services The hybrid advisor model offers the best of both worlds to those wishing to maintain a commission-based business while building an advisory practice. Download Resource › 3 Ways to Nail Down Your Niche From Cetera Financial Group Casting a wide net when prospecting makes sense in theory, but this method doesn t necessarily translate into actual clients. Find out why not. Download Resource › Prospecting Essentials: Client Acquisition Strategies To Increase the Longevity and Profitability of Your Book of Business From Cetera Financial Group Your long-term clients may already be entering retirement and withdrawing the assets you ve been managing for them. Now is the time to target younger clients before it s too late. Download Resource › Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now! Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions. Exclusive discounts on ALM and ThinkAdvisor events. Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

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