Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
7 ways to do more with year-end reviews
By Ed McCarthy, CFP, RICPYear-end client reviews are too often viewed as just another item to check off of an advisors to-do list.
November 27, 2014
Can the Social Security trust fund survive?Will Grandma and her children be kicked to the curb, forced to wear barrels and eat pet food in a Grapes of Wrath-style migrant dystopia?
November 27, 2014
7 deadly financial advisor marketing sins exposed, Pt. 3These marketing sins pertain to all marketing channels, not just digital marketing.
November 26, 2014
5 steps to productivityA cluttered workspace makes getting things done more difficult. Here are 5 tips to boost your productivity.
November 26, 2014
The Big Picture's technology match-up!How well do you know your tech gadgets? Remember the good 'ol rolodex?
November 26, 2014
10 tech devices that will save your business time and effortTake a look at these 10 tools recommended by tech-savvy advisors.
November 26, 2014
6 steps to becoming a billion-dollar RIA firmThe Alliance for RIAs released a white paper today with a detailed outline on how independent financial advisors can reach and surpass $1 billion in AUM.
November 26, 2014
So long, solo Part 2The question lurks in the back of every solo advisors mind: Should I keep practicing alone or would I be better off partnering with someone?