FEBRUARY 20, 2020

CAREERS

How to Avoid Termination in a Zero-Tolerance World

Mindy Diamond

The shift to a compliance-driven environment in the brokerage firms is leaving advisors at all levels vulnerable in ways they never were before.

FULL ARTICLE

RETIREMENT PLANNING

Using Life Insurance to Replace Retirement Benefits

Ann Marie Liotta and Michael Padon

The SECURE Act spurs new strategies to replace the stretch IRA.

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Enter to Win One Of Four $200 Amazon Gift Cards

IBD advisors only, please! Does your Independent B/D make the grade? How does it stack up compared to others? Take the Independent B/D Report Card Survey for a chance to win one of four $200 Amazon Gift Cards.

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TECHNOLOGY

Carson Group Announces Dates For Free Tech

Samuel Steinberger

A few months from now, Carson Group partner firms will see their tech fees slashed for services like Salesforce and Orion.

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The Daily Brief

TECHNOLOGY

Motive Partners Closes Fiserv Deal

Asia Martin

Motive Partners and Fiserv's Investment Services business is now called Tegra118, referencing the 118 chemical elements found on Earth.

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TECHNOLOGY

LPL Fully Marries ClientWorks Account Opening Tool with AdvisoryWorld

Davis Janowski

Popular proposal generation tool can now seamlessly share data with the firm's new account opening tool.

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COLLEGE PLANNING

SoFi Partners with Edmit for College Planning

Asia Martin

SoFi members will receive free access to Edmit Plus, which provides data-driven recommendations on college affordability.

FULL ARTICLE