Independent BD Trends | Henschen & Associates: Recent Episodes
Jon Henschen - President Henschen & Associates
May 2019 This decline in revenue for small broker dealers is happening during favorable markets. Imagine what might happen in a market downturn.
The post Small Broker-Dealer Profitability is Drying Up… and the Reasons May Surprise You first appeared on Henschen & Associates.
September 2018 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.
The post Advisors Netting Much More Through Broker Dealer Arbitrage first appeared on Henschen & Associates.
August 2018 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/
The post Switching to the Right Independent Broker-Dealer by Understanding its Profit Centers first appeared on Henschen & Associates.
March 2018 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.
The post Clean Advisor, Dirty Broker Dealer first appeared on Henschen & Associates.
November 2017 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?
The post As Metlife Jumps The Shark, Will Others Follow? first appeared on Henschen & Associates.