5 ways annuity providers can use tech for fiduciary compliance
By Mary Anne DurallPolitics aside, the best advice for insurance and finance firms is to proceed, full steam ahead, with fiduciary rule compliance plans.
November 27, 2016
Industry veteran Joe Jordan sees opportunities aplentyDigital advice lacks one crucial element: the ability to create meaningful, personal relationships founded on trust, says MetLife's former senior vice president.
November 23, 2016
Flat Fees: Not as New as You ThinkI know many advisors who instituted retainers but then switched back to an AUM compensation model; the benefit was to them and their clients.
November 23, 2016
Agents and advisors must differentiate themselvesYou've got to give clients a reason to do business with you.
November 23, 2016
Agents and advisors must differentiate themselvesYou've got to give clients a reason to do business with you.
November 22, 2016
New Regs Encourage Split Annuity Pension OptionIRS rules change the traditional decision-making process for clients on whether to accept a lump sum from a pension plan or an annuity.
November 22, 2016
Does Your Fee Schedule Need an Overhaul?Commissions? Fees? Retainers? Why there is no such thing as the perfect fee schedule.
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