LizAnn Sonders of Schwab on Investing and Taxes: Schwab Impact Video

The head of Schwab Advisor Services talks about the custodian’s CRM announcements at Impact, and how they reflect Schwab’s strategies in serving RIAs. For comprehensive coverage of the Schwab Impact 2001 conference, please visit our Impact home page for additional written and video news, interviews and analysis.

Rather than trying to fight the competition or outperform them, I believe that when you are as local, specialized and so specific in what you do and offer, you don’t have competition because no one does what you do,” said Brent Dixon, young adult adviser at Filene Research Institute.

Credit Union Times is rolling out the red carpet to spotlight influential, forward-thinking women reshaping the future of the credit union community. It’s our new Women to Watch program and we need your participation.

In celebration of Life Insurance Awareness Month in September, “Life Insurance Selling” is holding a video contest aimed at showing people the importance of owning life insurance right now!

“To experience firsthand how the insurance industry is responding to the tornado that took out a large swath of Joplin, Mo. on May 22—the EF5′s path through the city was nearly a mile wide and about 7 miles long— Bryant Rousseau “embedded” on June 7 with State Farm Insurance…”

Editor Jamie Green describes the genesis of, and hopes for, this new site for advisors of all kinds.

The winners of the 20th annual Broker-Dealer of the Year award share why bad news is good news for the independent channel.

TLA Dinner, from InsideCounsel

While at the New Jersey Credit Union League’s CU Reality Check CU Times Editor-in-Chief Sarah Snell Cooke asked a few people to weigh in on secondary capital.

While at GAC CU Times Editor-in-Chief Sarah Snell Cooke asked why it’s important to come to DC to lobby for CUs.