Just one of the many reasons we love being based in Colorado. Eons.com, a social networking site for boomers, announced the results of its second annual State of Longevity Report. It found that Hawaii and Colorado top the list this year with the highest average calculated age of 92.15. The results are based on data collected from more than 650,000 Eons.com members from May 2007 to May 2008.
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
As an investment professional, video marketing can be a very powerful tool that you can utilize to enhance your practice.
Part I of a series of articles on working with ultra-high-net-worth clients from IMCA’s Investments & Wealth Monitor take a look at generational differences in...
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...