New technology allows clients to see themselves, literally, as they will be when they're old enough to retire. Research shows it could help investors save more for their golden years....
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Rep. Radio
Take a listen to our new podcast series on Direct Investments (investment in hard assets), featuring discussions of non-listed REITS, equipment leasing and oil and gas programs.
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Sean Walters, CEO of IMCA
Sean Walters at the IMCA 2012 national conference on membership growth, lobbying and the changing regulatory environment.
The Independent Sourcebook
Profiles and fact sheets of independent broker/dealers and registered investment advisories (RIAs), an outsourcing guide, listings of compliance/regulatory consultants, securities lawyers, recruiters, back-office technology offerings and asset management platform providers.
Client Prospecting Snapshot
Registred Rep. and WealthEngine have partnered to help you meet your prospecting goals. Through this subscription-based service, you can search WealthEngine’s comprehensive database of over 14 million high net worth individuals to find those prospects that best fit your ideal customer profile. The service also provides access to detailed wealth profiles of these individuals, helping make your conversations more productive. Click here to try the tool.
Trust & Estates
Trusts & Estates is the monthly journal for estate planning and wealth management professionals.
National Real Estate Investor
National Real Estate Investor is the leading authority on commercial real estate trends.
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