Hearsay Social to Support LinkedIn’s Sales Navigator
Social-media focused sellers are 51% more likely to beat their quota than traditional sellers, according to one survey.
New Hire Roundup: American Century Names New Co-CIOs
Meanwhile, Nicholas Lance joined OneAmerica, and Sebastian Gomez Abero was tapped to lead the SEC Office of Small Business Policy.
Should Americans Fear Confiscation of Their Retirement Wealth?
Imagine if your clients woke up one morning to find half of their retirement funds gone.
Young Advisor Reveals ‘Huge Opportunity’ to Grab Profitable Books of Business
"Fewer people are entering the business while more people are exiting due to age and retirement," says John Arnold of AXA Advisors, explaining his strategy.
Top 10 Independent BDs by Annual Revenue
Investment Advisor magazine’s 2012 BD Reference Guide helps sort and rank IBDs in five major categories, with AdvisorOne here highlighting 10 by annual revenue.
Top 20 Companies for Annuity Sales
Although sales of annuities fell in the second half of 2011, first-half sales were so strong they propelled total sales up by 8% in 2010, to $240.3 billion, says a LIMRA report.
LPL-AXA Extend Clearing Deal
The independent broker-dealer retains a key client in the custom-clearing space
New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi
This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.
THE GLUCK REPORT -- Software Showdown
The producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...