10 Great Opening Lines From Top Producers
Elite producers share the best conversation-starting questions they use with prospects.
5 Ways to Make Your Practice More Effective
Some surprising do's and don'ts that can help you treat your firm like a business, not a practice, to produce better bottom-line results.
What Small-Business Owners Need Most From Advisors
Advising small-business owners is complex but can be lucrative, Dan Prisciotta of Lincoln Financial says.
Dispelling 5 Common Disability Income Insurance Myths
Most disabilities are not caused by accidents but by back injuries, cancer, heart disease and other illnesses.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
Going Long, Staying Covered
Surveys have shown that many people either plan to delay retirement or aren't planning on ever retiring.
Retirement Advocates Share Top Priorities With Congress
The country has a new Republican-controlled congress, and with it, the opportunity to set new or shore up existing policies when it comes to retirement planning.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
More Investors Get Help With Oil Change Than 401(k) Advice: Schwab
Investors are also more likely to have someone help them landscape or help with their taxes than get help making their 401(k) investment choices.