Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
Dealers that keep advisors in the loop and make themselves available received top ratings from reps
Company will also make “certain refinements” to advisor compensation
Holding on to assets will be a major challenge as wealth passes from one generation to another
By focusing on a company’s true value, active managers to buy undervalued stocks and sell those that have become too rich in price
Suitability issues most common topic of investor complaints investigated by OBSI
New ETFs offer smaller investors more opportunities to use managed futures for greater balance and diversification
With exchange traded notes, the financial stability of the issuing company is of paramount importance
Advisors can play an important role in helping clients choose from a record high number of ETFs and notes