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?
Genworth Named Best for LTC and Life Insurance Service: Dalbar
Genworth was ranked first for the high quality of service in long-term care and third for the quality of service provided to life insurance policyholders.
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
10 Most Successful YouTube Channels by Financial Firms: Q3
Even stodgy financial firms can produce viral videos playing on patriotism, Peyton Manning or lightening up with an office hip-hop dance.
Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
African-Americans Invest More Conservatively Than Whites: Study
African-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
6 Questions for Sen. Hatch on Retirement and the Election
In an interview, Sen. Orrin Hatch, on deck to head the Senate Finance Committee, talks about the prospects of his SAFE Retirement Act and more.
In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.