Podcasts

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

Once advisors have this conversation with clients, it can turn into a powerful referral source, says Rob Kron, head of investment and retirement education at BlackRock.

Banks need to re-assign some of their wealth management clients, says Arthur Osman, executive VP, institution services at LPL. This can lower costs, help develop new talent and with the right touch, clients won’t feel disconnected from the bank, he says.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

Dying young isn’t the problem, our expert says, tongue-in-cheek. Consultant-author Brian Doherty talks to Editor Lee Conrad about the real problem underlying financial problems in retirement – long life.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.

Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.

A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.

Choices are mushrooming in the independent space for top advisors seeking a career change, recruiters say.