Top 10 Fund Families Recommended by Advisors: 2013
In a Phoenix Marketing survey, RIAs, IBDs and other groups of advisors rank the top fund families they are most likely to recommend to clients.
5 Prospecting Methods That Really Work
While there’s no silver bullet to make prospecting a breeze, these are the methods your peers say really work.
Islamic Pension Shift May Boost Investment Opportunities
Asset management industries in Asia and the Middle East may find a surprising boost to growth in the form of Islamic pension funds.
New Features Prompt Reassessment of Whole Life Insurance
Insurance carriers have taken steps to bring whole life products back to relevance in today’s competitive environment.
Exploring the New Generation of Term Life Insurance
Term life insurance is finally being brought up to speed, with carriers jumping to differentiate their products in a crowded market.
The ‘Cost’ of Fiduciary: Those Wacky Folks at NAIFA Are at It Again
A standard that requires retail advisors to put their clients’ interests first is not about costs; it’s about protecting investors.
SEC, FINRA, State Exam Execs Lay Out Priorities
Priorities include conflicts of interest, email retention, cybersecurity and some specific products, the executives said at the IRI legal and regulatory conference.
Low Interest Rates Wallop Retirees: EBRI
The low-interest-rate environment “has an extremely large impact on failure rates” when it comes to meeting retirement goals, EBRI's research director says.
Phoenix Report Shows Channel Distinctions
There’s no question that financial advisors follow mutual fund and exchange-traded fund companies very closely, and it’s an equal certainty that among those fund firms, advisors have their favorite mutual fund and ETF brands.
CFPB Calls for ‘Rigorous’ Standards for Senior Designations
The CFPB told Congress, the SEC and state regulators that the alphabet soup of “senior designations”—more than 50—confuses older Americans and that a three-pronged approach is needed to protect the elderly from fraud.