Mnuchin's Ultra-Long Bond Bid Hits Wall Street Reality
Insurers might love to hold on to bonds for 50 years, but how would banks feel about that?
How to Segment Your Group Disability Sales Pitch
One important key to closing more deals is to tailor what you say to suit the listener.
The Glory Days Are Over: 4 Tips for Investing in a Low-Return World
Ronald Reagan and Paul Volcker helped plant the seeds for more than 30 years of growth, but many trends are slowing or reversing.
Trump's Tax Proposal Is a Symptom of the Disease
The author suggests that a one-page tax proposal outline might leave out some highly relevant details.
The Key to Success Is Often What You Don’t Know
“It’s not the things we don’t know that get us into trouble, it’s the things we know that ain’t so.”
Anthem's Earnings Shake Up the Obamacare Narrative
So much for that health insurance market death spiral story.
Present Your Way to the Top
You probably 'know all this stuff.' But do you really?
10 Ways to Engage Gen Xers
Angie Herbers, Michael Kitces and Cam Marston weigh in on how to reach this sometimes-forgotten generation.
5 Compliance Approaches That Chase Away Advisor Talent
Compliance departments often treat well-established advisors with good compliance records like teenagers.
‘Going in Style’ Shows What People Really Think of Banks, Retirement
The movie serves as good starting point for conversations advisors should be having worried clients and prospects.