Practice

How to make a seamless move to a new firm with less effort

One of the keys to engaging clients is addressing topics that are relevant and emotional in order to bridge to longer-term planning concerns, such as the presidential election.

Hilliard Lyons' Jaleigh White discusses her 18 years in the securities business and the events that led her to a career in securities.

A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch's deferred compensation settlement.

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.

Learn about boosting skills and improving strategies.

Calendar

Securities America works to keep and attract advisors by fashioning itself as a leader in retirement income distribution.

It's a reminder that advisors need to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules.

Who's at the forefront of the shifting dynamic of planning? The 2012 Influencer Award winners.