If you’re an advisor selling to the boomer and senior markets, Social Security is probably a topic you entertain often. Clients are curious about which claiming strategy is best for them, how long their benefits will last, and how their individual situation (work history, marital status, annual income) impacts this income stream. Knowing your Social Security stuff is a good way to earn trust quickly. Take our quiz to see where you rank.
A Natixis poll finds professional fund buyers selectively use alternatives and favor active management.
Head of business development Rich Steinmeier believes the firm will be “much more successful in the not-too-distant future” in recruiting RIAs.
The tastiest sales opportunities may be somewhere toward the top of the tree.
Sponsored by Cetera Financial Group
Your long-term clients may already be entering retirement and withdrawing the assets you’ve been managing for them. Now is the time to target younger clients before it’s too late.
Sponsored by Gurtin Municipal Bond Management, a PIMCO company
Discover why callable bonds can be a source of opportunity for municipal investors.
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