Weekend Review

Oct 10, 2024

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ALM | ThinkAdvisor

Weekend Review

Expert Opinion

Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly Advice

By Marcia Mantell

As clients get ready to claim benefits, there are some hidden dots to connect.

slideshow

20 Best-Paying College Majors: 2024

By Michael S. Fischer

Payscale collected data on 763 majors at some 2,400 colleges and universities across the U.S.

Analysis

What to Learn From LPL's Firing of Dan Arnold: Recruiter

By John Manganaro

All eyes are on the broker-dealer to see how it navigates this uncertainty.

Career Moves

Ameriprise Recruiting Head Abruptly Resigns

By John Manganaro

Manish Dave had been an executive at Ameriprise for more than 18 years.

News

Edward Jones Launches Financial Planning, SMA Offerings

By Dinah Wisenberg Brin

Clients with at least $250,000 in advisory program accounts will have access to personalized planning.

Analysis

Morgan Stanley's 2025 Comp Plan Intensifies Cross-Selling Push

By John Manganaro

The bank has long sent business advisors' way. It wants them to return the favor.

Resources

Governing Your Way to Better Long-Term Returns: Higher-Quality Alpha From Higher-Quality Data

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Data governance (DG) might not be glamorous, but it's a key driver of better investment outcomes. Discover how better data can lead to better decisions and long-term returns. Download the research white paper to learn how governing your data leads to higher quality alpha and more stable performance, even during corrections.

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The Future of Direct Indexing: Elevate Your Practice

Join this webcast to discover how to elevate the value you provide to client portfolios in a variety of personalized ways — and how to expand your client base.

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