Mike Byrnes

Ever wonder what makes successful advisers successful? Independence and technology are the leading factors, according to four advisers at TD Ameritrade Institutional’s Elite Summit, but some of the other factors were even more surprising.

Advisers should be aware of big changes coming to all Facebook’s brand pages soon. On March 30, ready or not, all pages will be converted automatically to Facebook’s new Timeline format. Until then, firms can experiment with the new design before publishing the page, but the deadline is looming.