Want to Get More Business? GuideVine Plays Advisor-Client Matchmaker
By Bernice NapachMarketing itself as a Match.com-like service, GuideVine helps advisors put their best digital face forward to lure both clients and younger advisors.
January 01, 2016
Lion Street Announces Strategic Partnership With Voya FinancialLion Street is partnering with Voya Financials individual life insurance business.
December 31, 2015
Clock Ticking on Advisors' Compliance With SEC Pay-to-Play RulesNow that FINRA, MSRB have filed pay-to-play rules with SEC, compliance with third-party solicitor provision at hand.
December 30, 2015
How Advisors Can Best Serve ‘Modern’ FamiliesAs family structures in the U.S. have changed significantly, so have the financial concerns of new family configurations, Allianz reports.
December 30, 2015
3 Questions Retirement Plan Sponsors Ask About AdvisorsWhat are retirement plan sponsors looking for from plan advisors? Advisors may need to start at the beginning, says David Levine.
December 28, 2015
The Hole in the (Fire)Wall GangThe financial industry can consider it a sure thing that cyber-risk will hit different segments in different ways in the year ahead.
December 28, 2015
New Resolutions for Old ChallengesAs we head into 2016, a final rule from the DOL defining who is a fiduciary when giving retirement advice is finally, maybe, on the horizon and a looming talent shortage threatens to stymie advisory firm growth.
December 28, 2015
Finding the Right Fit; Getting the Right AdviceDarrell Reese and Paul Kink say they were lucky in their timing, and that they share the same values, in transitioning the firm.