Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What is your overall opinion of financial advisors?
By Staff WriterIt's not too bad. I know there are a lot of shady ones out there, but we've been lucky.
December 01, 2010
Listen to what's really importantIn my last column, I talked about specific ways to stand out and how to get in front of more potential clients.
December 01, 2010
5 social media tips to connect with clients onlineThe digital age allows advisors to connect with more clients more quickly than ever before. And that's a good thing, right?
December 01, 2010
New York writing agents: Compensation disclosure is hereResident and nonresident agents licensed to do business in New York must begin disclosing to clients information about the compensation they receive from carriers.
December 01, 2010
Medicare: Questions are the answerLast month we examined the Social Security questions we ought to ask our clients.
December 01, 2010
The ethical advisor: do things the SMART wayAs marketers, advisors often view the world through a narrow lens--whether a sales technique is effective or not.
November 30, 2010
Conning Scoops Up DFAConning & Company has acquired the assets of DFA Capital Management Inc., the seller of the ADVISE risk modeling system and the GEMS economic scenario generator.