Where to Find Wealthy Clients on Social Media
Spectrem's Millionaire Corner breaks down social media use by age and income.
Annuity Anomaly: EIA + GLB > SPIA?
A close look at the equity-indexed annuity market reveals an anomaly.
DOL, SEC Enforcement: CEO Steals Detroit Police, Firefighter Pension Cash to Buy Strip Malls
The CEO of MayfieldGentry Realty Advisors in Detroit was charged along with four others for stealing $3.1 million from the pension fund; meanwhile, Whittier Trust was slammed for insider trading.
Ignore the Talking Baby and the Green Line, eMoney Advisor Warns Investors
A YouTube video by eMoney Advisor takes aim at the argument that investors should make their own financial plans by following green lines and listening to talking babies.
How Does a Planner's Brain React to Change? Judith Glaser Tells the Tale
People experience change differently when they have healthy conversations about change, says expert.
Video, Social Media Popular Educational Tools: Corporate Insight
As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.
LinkedIn Courts Advisors as Social Media Use Grows
LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.
Boston Marathon Bombing Puts Spotlight on Global Event Sponsorships
Despite terror in Boston, many sponsors, including financial firms and insurance companies, remain committed to marathons, an industry that's become increasingly global.
Your Optimum Day
To create an optimum day, I guess we better define one.
Advisory Firm Owner: Do You Really Want to Be Big Brother?
So there are multiple digital tools out there for monitoring every minute of your employees' time in the office, including the websites and apps they're using. I tried it, and here's what I learned.