The Flatter World of Financial Services
During the previous decade we have often heard allusions to the world getting flatter, as a reference to advances in technology shortening the distance—virtually—between people and cities.
New Hire Roundup: DeNoyior Named President of NAPA
Meanwhile, 361 Capital announced that Andrea Coleman has joined as regional investment specialist.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
Will This ‘Secret Sauce’ Attract New Clients?
Mike Kaselnak coaches advisors to use “motivational interviewing” on their prospects. Is this the right way to expand a practice?
Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
Top Portfolio Products: BlackRock Launches Commodities ETF
Vident introduces a bond ETF, Wolf Hedge adds global fund, and Allianz rolls out a new fixed indexed annuity.
The Cost of Cancer
There are more than 14.5 million cancer survivors in the U.S. Some of your clients are probably among them.
Why Insurance Industry Is Crucial for Americans: Dennis Glass
Speaking at IRI conference, Lincoln Financial Distributors’ CEO says the retirement readiness gap provides a big opportunity for the industry.
Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?