Keep Your Prospects Close (And Your Clients Closer!)
By Al MartinezA longtime agent looks at why and how to keep the clients you already have.
December 09, 2020
Cost of Health Care Is Americans' Top Financial Concern: CFP BoardMore than half of Americans are stressed, millennials and Gen Z most of all.
December 09, 2020
Jeffrey Gundlach on Biden, Markets and Leaving CaliforniaIn a Q&A session, the straight-talking DoubleLine Capital CEO weighed in on the Biden administration, markets and whether he's really leaving California.
December 09, 2020
Fidelity Digital Assets Enables Bitcoin as CollateralIt will provide custody services for Bitcoin pledged on loans financed by BlockFi.
December 09, 2020
Quiz: Do You Know These Fund Facts?Test your knowledge on the basics of ETFs, mutual funds, money market funds and hedge funds.
December 09, 2020
Fidelity Had 'Locker Room' Culture, Ex-Employee Says in Lawsuit"I'm fighting for my career in an industry that wasn't made for people that look like me," said Elizabeth Evans.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 09, 2020
Term Life Prices Continue to Hold Steady: PolicygeniusPremiums are almost the same as what they were in November.