What OBBBA Means For Medicare Rules and Payments
By Tricia BlazierThe new legislation paused some rule changes and adjusted payment benchmarks.
July 21, 2025
The SEC's Fiduciary Interpretation and Life SettlementsThe authors suggest that the best interest standard applies to clients' in-force life insurance policies.
July 17, 2025
5 Marketing Moves to Draw Advisors to Your FirmThe new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra." It's a must.
July 16, 2025
3 Ways to Meet the Needs of Today's HNW MatriarchAdvisors who don't engage with this group risk losing out as this demographic shapes the future of wealth management.
July 14, 2025
How to Fix the Agent Retention Crisis in Life InsuranceMaybe AIs should do more to help new agents figure out which clients need what kind of discussions when.
July 14, 2025
6 Ways Advisors Are Redefining RecruitmentWhile firms once led with eye-catching offers and signing bonuses, today’s advisors approach transitions with a different mindset.
July 12, 2025
Navigating Between Conflicting Client GoalsPart of your job is helping people set priorities.
July 03, 2025
When the Advisor Is the Heir, and the Client Is the AssetSometimes, you may be the one getting a gift.
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