Real-Time and One-Click Are the Future
By Bill CapuzziI've been on the front lines of financial tech for two decades. Here's what's coming.
November 11, 2020
Detecting Cancer Early Is the Best Portfolio ProtectionHealth is the best form of wealth. You can help clients protect it.
November 11, 2020
6 Reasons Biden Is Stepping Into a Dream Economic ScenarioThe current economic cycle is in no way like that of January 2009. Instead, the economy is poised for a rapid rebound.
November 11, 2020
Advisors Highlight Best Practices of 2020 at Virtual EventWith some 1,500 registrants, the 26th annual Raymond James Women's Symposium brought advisors and experts together to discuss resiliency and inspire success at a challenging time.
November 11, 2020
COVID-19's Impact on the Advisor-Client RelationshipThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 11, 2020
Back to the Future of Life InsuranceA third-generation agent says the best measure of an agent's success has been, and still is, renewals.
November 10, 2020
4 Steps for Building an Online Client Education PlanCOVID-19 brought in-person client education to a halt. But in some ways, that's not a bad thing.
November 10, 2020
Deciphering 'Best Interest' in Reg BIIndustry officials of all stripes continue to scratch their heads about the term as they attempt to comply.
Commentary