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Independent BD Trends
This decline in revenue for small broker dealers is happening during favorable markets. Imagine what might happen in a market downturn.
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When looking to change broker dealer and increase profitability, look at advisory costs and payout, which bring savings every year versus upfront money that disappears when the honeymoon is over.
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For the 83rd episode of his “Financial Advisor Success” podcast, Michael Kitces talks with Jon Henschen about the key factors to consider when evaluating a prospective independent broker-dealer.
Listen to the podcast or read the full transcript here:
https://www.kitces.com/blog/jon-henschen-podcast-independent-broker-dealer-recruiting/
We’ve seen many problematic broker dealers that were a melting pot for reps that did active commission stock trading that have either merged or closed.
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In an unprecedented move in our industry, MetLife is cutting trails on annuity products, and some advisors will see big losses. Will Jackson National follow?
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