How to Become an Advisor of Influence
Beyond many people’s innate gift of persuasion, there are systematic, scientifically confirmed strategies that can easily steer people in your direction.
Are Asset Managers Now Too Big to Fail?
Dodd-Frank comes under renewed criticism, including from one of its authors, as some regulators want to declare the likes of BlackRock "systemically important."
Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
New Hire Roundup: FPA Welcomes David Brand Back to the Fold
Also this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
Advisors Rank 10 Best & Worst Ads by Partner Firms
More than 1,000 advisors reviewed 30 print ads not only for “likeability” but also for relevance and impact in a Phoenix Marketing International survey.
Prudential Loses Appeal, Is Designated a SIFI by FSOC
Under the Dodd-Frank Act, Prudential is entitled to bring an action within 30 days in federal court to have the final determination rescinded.
Big Questions Lurk in LTC’s Future
LTC specialists are at odds over what recommendations they believe the Long-Term Care Commission will submit to Congress on Thursday.
Corporate Pension Plan Managers Focusing on Cost Management, Employee Satisfaction
Companies are closing their pension plans, shrinking the funding gap, implementing liability-driven investment strategies and transferring risk to third parties, a Prudential survey of CFOs found.
Workers Need Retirement Motivation: Prudential
Most employees are only moderately motivated to save for retirement, according to research released May 30 by Prudential.
New Hire Roundup: Magner Moves Up at Mercer
This week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.