The secret to client retention
Of course you have to market to your clients. But to what end?
The asset-management pressure cooker
Asset managers need to rethink how they're going to continue being profitable while cutting fees.
Agents and advisors: Salespeople or problem solvers?
Customers are much more interested in addressing their needs than being sold on your solutions.
DOL ‘relief’ would kill small annuity marketers, groups say
NAFA says a stiff minimum size requirement would shut out most IMOs.
Six commonly asked questions about annuities during tax season
Clients often have questions around the taxable status of an annuity before they purchase.
Nationwide completes Jefferson National acquisition
The addition of Jefferson National’s 4,000 RIAs and fee-based advisors makes 'for a perfect complement' to the insurance carrier’s distribution force.
How to build the best insurance sales team
True sales leaders are inspired, motivated creators who consistently deliver against key objectives.
New York regulators look over Genworth buyer
Empire State officials say China Oceanwide looks like a suitable insurance company parent.
DOL proposes 60-day fiduciary rule delay
The Department of Labor has released a proposed rule to extend for 60 days the applicability date of its legislated fiduciary standard.
Essential tech tools for advisors in 2017
Mobile apps? Not so fast.