“Dreyfus is putting the ‘e’ in ‘easy-to-do-business-with-us’ by making iPads available to our wholesalers,” said Jon Baum, chairman and chief executive officer of Dreyfus. “From videos, fact sheets and market commentaries, to research reports, sales ideas and presentations, iPad gives Dreyfus the ability to make the most current information available instantaneously during client meetings. That’s exciting for our wholesalers and customers.”
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The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.
3h ago -
In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.
4h ago -
Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.
4h ago -
Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
September 15 -
As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
September 15 -
In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.
September 15