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Investment Advisor
September 2006 |
Woodbury Financial services Woodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple comment on a Broker/Dealer of the Year ballot from one of Woodbury's reps was instructive on the firm's personal appeal to reps.   |
Investment Advisor
September 2009 |
Broker/Dealer of the Year, Division IV Quick company stats of Woodbury FInancial Services. |
Investment Advisor
January 2010
James J. Green |
B/D Briefing: Alignment Time A short interview with Patrick McEvoy, CEO of Woodbury Financial, a 1,700-rep independent broker/dealer. |
Registered Rep.
March 23, 2012
Diana Britton |
Amid Hartford Split, Woodbury's 1,600 Reps Face Tough Choice The Hartford announced plans to sell its life insurance and retirement businesses, as well as Woodbury Financial Services, the firm's independent broker/dealer, leaving Woodbury's 1,600 reps faced with the tough choice: Find another broker/dealer or stick around and see who the new owners will be. |
Financial Planning
June 1, 2005
Robert Hertzberg |
FP50: The Profit Dilemma Independent broker-dealers get by on notoriously thin margins--but an examination makes it clear that 2004 was the best year in a while. |
Registered Rep.
October 1, 2006
Janet Arrowood |
Protect Your Clients, Protect Yourself If registered reps don't sell their clients life insurance, someone else will -- and that's a risk reps probably shouldn't take. At least, that's one conclusion that can be drawn from the results of two separate studies. |
Health
February 2008 |
The Workout: Part 2 For weeks four through six, do this ramped-up, 25-minute version of the workout. |
U.S. Banker
April 2009
Steve Garmhausen |
Sun of N.J. Scores Big Sales After Bringing Reps In-House Sun National Bank in Vineland, N.J., has found a big difference between using investment sales representatives that work for a third-party broker-dealer and employing them directly. |
Investment Advisor
June 1, 2011
John Sullivan |
2011 Broker-Dealer Presidents' Poll--Slideshow Broker-dealer recruiting expert Jon Henschen talks about the state of the industry, what it means for reps and what it means for clients. |
Registered Rep.
April 1, 2008 |
Woodbury Financial Services A conversation with Walter White, president of Woodbury Financial Services, in Woodbury, Minnesota. |
Financial Planning
June 1, 2007
Elizabeth O'Brien |
FP50: Small Wonders Smaller broker-dealers vow to retain their personalized service as they pursue ambitious goals. |
Investment Advisor
September 2009
James J. Green |
Who Representatives Voted For Win, place and show in this year's Broker/Dealer of the Year voting. |
Registered Rep.
October 1, 2005
Matt Barthel |
Insurance and the Generation Gap Reps historically have been reluctant to sell life insurance because of the steep learning curve associated with the products, and there is evidence that many still are hesitant to put forth the effort necessary to grasp the products' nuances. |
Financial Planning
May 31, 2006 |
FP50: The Results The broker-dealer data broken down: Total Revenues... Reps and Production... Products: Commission and Fee-Based... Corporate Staff... etc. |
Financial Planning
August 1, 2007
Marshall Eckblad |
On The Job AXA Advisors has promoted Andrew McMahon to chairman... Boston-based Fidelity Investments has hired Jylanne Dunne... etc. |
Financial Advisor
January 2004
Tracey Longo |
Reversal Of Fortune Independent brokerage firms experienced a turnaround in 2003. |
Investment Advisor
November 2006 |
Falling Term Insurance Rates The Hartford's changes in underwriting have resulted in more categories and lower rates. Here's an example of how the rates for a 10-year term life policy have dropped. |
Registered Rep.
March 1, 2007 |
The Road to Independence For some wirehouse reps, the business risk of facing a market downturn without the safety net of a big Wall Street firm is too great. That's why the first thing you need, indie reps say, is commitment. |
Investment Advisor
June 2007
Savita Iyer |
Building Collaboration Reps of Securities America are thrilled with the company's new knowledge-sharing and peer support program, which makes use of the Internet so that reps can share their brain power with each other to enhance the business performance of their practices. |
Registered Rep.
April 1, 2008 |
Meet the Indies Choosing an independent broker/dealer to join isn't easy. We speak with five heads of independent broker/dealers about their businesses, an why you should join them. |
Investment Advisor
September 2009
James J. Green |
Chosen: 2009 Broker/Dealers of the Year The firms given the highest ratings among their peers by their own reps in the 19th annual Broker/Dealer of the Year balloting. |
Financial Advisor
August 2005
David J. Drucker |
An Uncommon Practice Management Guru What's so special about Joni Youngwirth? How about the career history and specialized training that make her the perfect advisor to reps, not to mention the passion she brings to her position, vice president of practice management. |
National Real Estate Investor
August 1, 2004 |
In Progress: Hartford 21 The project, a redevelopment of the Hartford Civic Center Mall, is part of the "Six Pillars of Progress" revitalization program for the city of Hartford. |
Registered Rep.
July 24, 2006
John Churchill |
Despite Increased Competition, Rep Comp Stays Strong The brokerage industry is an increasingly difficult job market to break into, and an even harder one to stay around in. But for those who succeed, it continues to provide a pretty nice living, according to the SIA's 2005 Production and Earnings Survey. |
Pharmaceutical Executive
August 1, 2005 |
Backpage: Feet-on-the-Street Interview A new survey asked pharmaceutical reps how their job has been changing. One bit of good news: A few reps think it's easier to get past the receptionist's desk. |
Financial Planning
June 1, 2005
Chris Taylor |
FP50: The Latest Lure? Training. How four broker-dealers are relying on support services to compete for business. |
Entrepreneur
March 2004
Kimberly L. McCall |
Trump Card Could adopting a straight-commission system be a good bet for your business? |
Financial Planning
July 1, 2006
David J. Drucker |
Fee-Based Confusion Cambridge, Commonwealth and Securities America aren't your father's broker-dealers. Although they count reps of all compensation stripes within their ranks, they're clearly leading the new generation to a more professional business model. |
Financial Planning
June 1, 2013 |
How the FP50 List Was Compiled The results of Financial Planning's 28th annual survey of independent broker-dealers are based on data provided by 78 participating firms. |
