Compensation and Fees
What leading financial advisors, experts and firms are saying about compensation and fees for registered representatives (both independent and employee) and registered investment advisors.
May 01, 2003
Terry WelshAlaska Financial Associates 809 Water Street Ketchikan, Alaska 99901 Phone: 907-225-0619 Fax: 907-247-0619 [email protected] www.afa-advisors.com Year practice began: 1987 Number of advisors in office: 1 advisor, 2 administrative staff in Ketchikan; 1 advisor...
April 21, 2003
Highfields Charges 'Obfuscation' By Janus CapitalBOSTON (HedgeWorld.com)--Highfields Capital Management LLC, Boston, the largest stockholder of Janus Capital Group Inc., Denver, declared in a filing with the Securities and Exchange Commission...
April 13, 2003
Internet Tools Can Lower Costs And Increase CompetitionInternet Tools Can Lower Costs And Increase CompensationBy Shelby SmithHow much value does your distributor/carrier add to your sales process? You may not even realize ...
April 10, 2003
Report Covers Trends In Executive CompensationNU Online News Service, April 10, 2003, 11:15 a.m. EDT -- The consulting arm of Clark/Bardes Inc., Barrington, Ill., has published a report on ...
April 08, 2003
Eastbridge Publishes Worksite Rep Compensation StudyNU Online News Service, April 8, 2003, 11:42 a.m. EDT -- Eastbridge Consulting Group Inc., Avon, Conn., an insurance marketing consulting firm, has published ...
March 11, 2003
The Truth About Wealth Management Part IIIn the last issue of Practice Edge, we examined the current sentiments in the advisor marketplace concerning wealth management, as well as the key trends driving advisors to expand their practices and offer a holistic range of wealth management services.
February 24, 2003
Compensation Software Firm Schedules Web SeminarNU Online News Service, Feb. 24, 12:16 p.m. -- Callidus Software Inc., San Jose, Calif., will hold a Web seminar to promote its insurance ...
February 01, 2003
Kathryn KurreStrategic Wealth Management Group, LLC 7300 Grace Drive Columbia, Maryland 21044 410-988-9494 [email protected] www.swealth.com Age: 24 Education: B.S. in housing, interior design, and resource management, with a focus on family...
January 21, 2003
WellPoint Sweetens CareFirst OfferNU Online News Service, Jan. 21, 10:24 a.m. -- WellPoint Health Networks Inc., Thousand Oaks, Calif., says it will increase the value of its ...
January 01, 2003
Linda Gadkowski, Inc.Linda Gadkowski 419 Huckins Neck Rd. Centerville, Massachusetts 02632 508-221-1618 [email protected] www.bhfe.com Year firm began: 1990 Number of advisors in the firm: Two advisors, one part-time assistant Number of clients: Twenty clients for...