Tag: Practice management

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.

PA NC: Powerful Presentations

Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s National Conference 2007 in Orlando, Florida, this week.