How Much Do Robos Really Matter?
You’re considering adding a robo-advisor platform to help your reps expand efficient service to smaller client; how do you manage client and rep expectations about the new service?
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
From the Reps’ Mouths: The 2015 Broker-Dealers of the Year
In addition to rating their BDs, we asked reps an optional question: If you were to affiliate with another broker-dealer, which one would it be, and why?
The 2015 Broker-Dealers of the Year Are Ready to Rumble
The Broker-Dealers of the Year, as chosen by their own reps, will take on the DOL and anyone else who threatens the IBD model.
Pension Buyouts Up 700% in Q2
With help from Kimberly-Clark, buyouts reached a second-quarter record of nearly $4 billion, LIMRA reported.
10 Best Cities for Retirement: 2015
WalletHub recently ranked the 150 most populated cities based on how well retirees can live affordably, stay busy and find health care.
Equity REITs Boost Cash Flow in Q2 but Post Weak Total Returns
NAREIT says REITs’ second-quarter operating performance recovered sharply from recent declines.
When Managing Trading Data, Ditch the Spreadsheet
As technology has made trading more advanced, it’s also put more pressure on firms to manage and store all that data.
Servicemembers Favor Permanent, Not Temporary Life Insurance
Permanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.