Tag: Business model

John Barry

JMB Wealth Management/National Planning Corporation (Torrance, CA)

Through the Looking Glass

As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.

John Leeson

Investment Research&Advisory Group, Inc. (Atlanta, GA)

Road Test

A review of a recent product development

PA NC: The Future of the Wirehouse Adviser

Although there will always be a market for the wirehouse adviser, particularly due to brand recognition, the changing retirement landscape calls for some tweaking of the wirehouse model, commented panelists at PLANADVISER’s National Conference in Orlando, Florida this week.