Commentary

January 22, 2008

Get grounded by committing to some deeply held beliefs that give you purpose and direction. Think about your actions before you act. Think "right," which means think effectively about the right things. Prioritize your c

January 21, 2008

Kevin McKenna has been named president and CEO of the JCG Group Ltd. McKenna joins JCG from The Credo Group, where he was CEO. Prior to founding The Credo Group, McKenna served as CEO for Harte-Hanks Direct.

January 21, 2008

SunLife Financial Inc. was recently awarded its third consecutive DALBAR Financial Intermediary Post-Sale Service Award. DALBAR measures and evaluates six areas of service and sales support delivered to financial advisors across the United States,

January 21, 2008

60%: Percentage of advisors surveyed who are not currently charging for financial plans. 70%: Percentage of advisors surveyed who say they spend 20 percent of each work week completing paperwork. 73%: Percentage of advisors surveyed w

January 21, 2008

Get grounded by committing to some deeply held beliefs that give you purpose and direction. Think about your actions before you act. Think "right," which means think effectively about the right things. Prioritize your c

January 21, 2008

47%: Percent of senior executives surveyed who said baby boomer retirements will have the greatest impact on the workforce over the next decade.* $2.73 trillion: Estimated amount states will spend on pensions, health care and retirement be

January 21, 2008

Last week was a very interesting one. It consisted of appointments with prospective clients, centers of influence, and a business trip to California. What was...