10 Questions for Working a Room Full of Strangers
By Bryce SandersKeep these questions in mind and you'll never be stuck in an awkward silence.
February 21, 2023
Washington State's LTC Mandate Temporarily Reshaped Life Sales: MIBGenworth, ILTCI and neurologists also have long-term care market news.
February 21, 2023
Raymond James Adds Instagram to Advisor Marketing ProgramThe firm plans a focused launch of YouTube and Spotify podcasting in the coming months, it said.
February 21, 2023
Policy Appraisal Firm Adds Life Expectancy CalculatorThe tool is aimed first at older clients who are thinking of dropping or selling policies.
February 21, 2023
Prosperity Drops Effort to Acquire Annuity IssuerThe Elliott Investment Management-backed firm says American Equity refused to engage.
February 21, 2023
More Advisors Would Have Custody Under New SEC Plan. Here's How.The Safeguarding Rule would cover more advisor activities and require "extensive" new relationships with custodians, legal experts say.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 21, 2023
The War on Offensive Language Has Gone Too Far (Can I Still Say 'War'?)Yes, it's important for advisors to speak carefully, but new diktats seem designed to cause us to fail.