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?
5 Ways to Escape Client Objections
My system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.
Senators Debate Social Security Fixes
Agreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
IRA Rollovers Up 7% in 2012, Keep On Rising: Cerulli
In 2013, Cerulli estimates, rollover contributions grew another 11%.
Turning Compliant Clients Into Top Referral Advocates
Careful compliance can build extraordinary client loyalty and make them “angel advocates” for your firm, says Katherine Vessenes.