“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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More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
11h ago -
New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to scour for ways to turn them off.
11h ago -
The wirehouse leaves its basic paygrid untouched for the fifth year in a row while giving advisors extra incentives to tout banking products and work with existing clients' children and grandchildren.
October 20 -
The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
October 20 -
The awards recognize early-career brokers that have created top production numbers at their wealth management firms.
October 20 -
Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20





