Investor Sentiment Improves in Q1, John Hancock Finds
The John Hancock Investor Sentiment Index increased to +23 in the first quarter from +22 in the fourth quarter last year.
Retirement Planning, Not Social Security or LTC, Dominates Advisors’ Client Discussions
Retirement planning is the No. 1 topic of discussion between advisors and their clients, according to an IRI study.
Global AUM to Top $100 Trillion by 2020
Global assets under management are expected to be about $102 trillion by 2020, with about half of those assets held in North America, according to PwC.
The Truth About Insurance Brokers Who Sell Annuities
Do insurance brokers objectively read annuity prospectuses and assess them in the same way fiduciary advisors do, or are they just selling a product?
From Niche to Client Opportunity: Secondary Market Annuities
Once the province only of institutions, factored structured settlements can now be bought by individuals to provide income.
GemShares Pushes to Securitize Diamonds, Build a Market
Diamonds are set to become a part of the global hard asset monetary system.
SEC Names Osnato to Head Complex Products Unit
The unit, formerly known as the Structured and New Products Unit, was created along with four other specialized enforcement units in 2010.
Divorce Planner’s Novel Approach Leads to Lucrative Business
The overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
LTC’s Future Lies in New Crop of Hybrid Products
New asset-based long-term care insurance products can allow your clients to obtain affordable coverage on an almost risk-free basis.
What Makes Customers Buy Bank Products?
Banks are missing opportunities to deepen customer relationships, and are ceding new product sales to competitors, according to Bain & Co.