Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
Scarred Reputations Costing Financial Firms Billions
Six years after the financial crisis, financial services firms are still burdened by reputational and customer service issues, according to a Makovsky survey.
Top 10 Metro Areas With Highest Pay for Advisors: 2014
ThinkAdvisor used Bureau of Labor Statistics data to find the metro regions with the highest financial advisor salaries. Some are off the beaten path.
Penn Mutual Extols Benefits of Social Media
Penn Mutual has been "really pushing" its reps to adopt social media, and half of them are now on Hearsay Social's platform, the insurer says.
Prudential, MetLife Gain After Senate Eases Dodd-Frank for Insurers
Prudential and MetLife rallied after the Senate approved a bill giving Federal Reserve regulators more flexibility in applying capital rules to the biggest life insurers.
Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
Clients Moving to the City? Communal Living Comes With Complex Risks
Going (back) to city living after the kids leave the house can greatly improve quality of life but brings different risks than the suburbs.
China’s Economy ‘Not Going Over a Cliff,’ JPMorgan Says
Its GDP growth is slowing to 7.5% from a 10-year average of 9.9%, according to a JPMorgan portfolio manager.