Carson Steps Down as CEO of Carson Group
By John ManganaroBurt White's appointment is about "taking great care of clients and the firm," says industry veteran Larry Roth.
April 08, 2024
What Really Drives Life Insurance Sales?A longtime agent reacts to news of customers' complaints.
April 08, 2024
Wealth Enhancement Group's Assets Top $81BIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
April 08, 2024
Bob Doll Checks in on His 10 Predictions for 2024Only two of the investment strategist's calls for the year appear to be heading in the right direction.
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 08, 2024
FINRA Suspends Ex-Rep Over Reg BI ViolationsOver an 11-month period the rep effected 91 trades in the account of a customer in her early sixties.
April 08, 2024
Clients With Universal Life Need Performance Updates: Elan MoasThe agent predicts that most of the policies will lapse sooner than owners think.
April 08, 2024
FINRA Hits BD With $500k Fine Over TextingIt also suspended the firm's CEO for not preserving and checking 10,900 text messages sent or received by 27 associated persons.