8 great takeaways from NAILBA 33
By Daniel WilliamsAt NAILBA 33, speakers and attendees provided takeaways that advisors can use in their practice to better communicate with their clients.
November 24, 2014
A story of perseverance and hope from NAILBA 33Tracy Basden shared her story of loss and triumph at the annual NAILBA conference.
November 24, 2014
Best Places for Commercial Real Estate Investments: Office SectorIn the post-recession period, a significant value gap has emerged between the top tier urban centers and the rest of the country.
November 24, 2014
In Search of the Best Financial Planning Software: NaviPlanAfter a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
November 21, 2014
Don’t let catastrophe ruin your financial lifeA new book on immediate annuities helps consumers have a safety net when a financial catastrophe occurs.
November 21, 2014
Don’t let catastrophe ruin your financial lifeA new book on immediate annuities helps consumers have a safety net when a financial catastrophe occurs.
November 21, 2014
Money Rolls In for the Money ManagersWe can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
November 21, 2014
Retained death benefit life settlements: considering the uncertaintiesClients must understand all they are getting is the buyer's contractual promise to keep the policy in force.
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