The tech revolution fails to deliver
By Leonid BershidskyWe're living through the tail end of the boom that a previous generation brought about, and perhaps the gestation period for the next leap forward.
December 07, 2015
Maximizing Fixed Indexed Annuity Earnings With Interest CreditingChoosing the most appropriate interest crediting method can make or break a clients FIA strategy.
December 07, 2015
Why the Broker Recruiting Protocol Is Here to StayFirms that stick with the protocol serve the best interests of their clients and their advisors.
December 07, 2015
EMoney’s in the Red Zone, but Can It Score?An advisor pointed out an issue he had with eMoneys financial planning software, which in my opinion needs additional work to be more accurate.
December 04, 2015
4 Factors That May Cause a Flood of Broker-Dealer SalesMarketplace dynamics such as insurance company trends, the strong dollar and the profit potential of independent BDs will influence whether owning independent broker-dealers makes sense.
December 04, 2015
For young advisors, support contributes to long-term successEarly career support can provide a return on investment for companies in the form of retention.
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