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.
Dead to Rights: Insurers Struggle to Award Beneficiaries
When insurance agents were personally acquainted with their customers, it was fairly simple to be sure death benefits were paid. Now, not so much.
Finke: What Makes a Successful Retirement?
Financial advisors spend a lot of time helping clients become financially prepared for retirement. But retirement isn’t just about money.
Demand Is Growing for Retirement Income Products
Advisors need help from asset managers and insurers to help their retirement clients meet multiple financial goals, according to Practical Perspectives.
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Act, Prudential is entitled to bring an action within 30 days in federal court to have the final determination rescinded.