Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
July 17, 2008
Compensation growth for financial professionals surpasses national averageNew research from the Association for Financial Professionals (AFP) shows that despite a struggling economy, compensation for financial professionals in 2007 outpaced that of the...
July 08, 2008
Investment royalty passes onWe'd be remiss if we didn't mark the passing of one of the greats. Sir John Templeton died Tuesday at the age of 95. For...
July 01, 2008
What advisors wantPaperless office tools (imaging and workflow) Pre-filled forms e-Signature capabilities Seamless systems integration Central repository for all client assets and information (bank balances, wills,...
July 01, 2008
UMA integration within the broker/dealer - In their own words"We've been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide...
July 01, 2008
Poor reasons to switch B/DsFor all of the good reasons to rethink a relationship with a broker/dealer, there are some bad reasons, too. Some of the more prevalent mentioned...
July 01, 2008
Questions to facilitate changeFor an advisor, changing broker/dealers could be one of the most difficult decisions to make. If advisors aren't getting everything they need from their current...
July 01, 2008
If It Ain't Broke...Sandy Praeger, president of the National Association of Insurance Commissioners (NAIC) and Kansas insurance commissioner, is critical of Treasury's plans for overhaul of the insurance...