DALBAR, the Boston-based financial services rating firm, reports that investors don't much care if they see a written financial or investment plan. Rather, DALBAR says, consumers want their brokers to be well-versed with their particular financial...
PaineWebber is piloting a new recruitment program to lure 50-somethings and retirees into the brokerage business, an effort it hopes will reduce broker turnover and better serve the aging baby boomer market.The firm says it's aggressively looking...