Is This a Great Time to Sell Annuities?
By Daniel WilliamsWith pessimism in Europe and volatility throughout the financial world, is this becoming a bullish market for annuity products?
June 29, 2012
Top 10 Technology Trends for Advisors and Their Partners: Pt. 7, Cloud-Based ComputingMoving data and software to the cloud provides many benefits for advisors and their partners, but be aware of the attendant security and compliance issues.
June 29, 2012
Fees and Fiduciary: Good Business, Bad Marketing, Pt. 2What do todays affluent investors really want? One implication of the Sullivan/Northstar research: advisors who frequently talk about fiduciary could actually reduce trust with prospective clients.
June 29, 2012
Is Cycling the New Golf?As the Tour de France gets rolling, one producer explains how cycling has helped him improve his production and his health.
June 28, 2012
Seniors: What's Your Biggest Objection to Using an Advisor?Too many senior consumers choose not to hire a financial advisor to help them sort out their assets and retirement. We asked a group of seniors about those objections.
June 28, 2012
On the Third Hand: The Exchanges Are Coming - with HolesThe Supreme Court stuck up for cash-strapped state governments by letting them skimp on coverage for the working poor.
June 28, 2012
On the Third Hand: The Exchanges Are Coming - with HolesThe Supreme Court stuck up for cash-strapped state governments by letting them skimp on coverage for the working poor.
June 28, 2012
How Advisors Can End the Real ‘War Against Women’A sad finding from our research: the gender financial literacy gap is only growing. Why you should care, advisors, and what you can do to narrow the gap.
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