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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Aetna Offers Personal Dental Plans
By Staff WriterAetna Inc. has begun selling stand-alone dental plans to individuals and families.The new products are being offered in Arizona, Delaware, Illinois and Pennsylvania, with additional ...
May 28, 2008
Political news coverage79% - Percentage of baby boomers who prefer local television news for political coverage. 29% - Percentage of baby boomers who read national newspapers...
May 28, 2008
All hail the capitalist pigsGood news (sort of) from an island that rarely has any. On Monday, Fidel Castro announced he's stepping aside. For boomers, it conjures fond memories...
May 28, 2008
Confidence from the conference boardMore good news, and in this market environment we'll take it. The Conference Board announced on Monday that the U.S. leading index increased for the...
May 02, 2008
Garden State Governor Signs Paid Leave BillNew Jersey Gov. Jon Corzine, D, has signed Assembly Bill 873, a measure that will provide 6 weeks of paid leave for workers who are ...
May 01, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
May 01, 2008
Home office 101Bo Johnson is the chief marketing officer at Financial Independence Group in Cornelius, N.C. In that capacity, he has helped countless advisors improve their marketing and sales efforts. What about advisors with home offices? Johnson says although
May 01, 2008
Trust in media fadesA survey from Harris Interactive shows Americans tend to go to their local television news and newspapers for their political news, but that doesn't mean they trust the source. The survey found, in general, 54 percent of Americans say they tend not