7 Good Times to Ask Friends for Business
By Bryce SandersYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 19, 2023
Constellation Launches AuguStar Annuity BusinessThe company has Canadian pension fund backing and Ohio National's old operations.
July 19, 2023
6 Reasons Stocks Could Soar 25% in 2023: Carson GroupThe firm increased its S&P 500 total return forecast from earlier this year, saying positive surprises had played out.
July 19, 2023
FPA Teams With CAIA to Help Advisors Look Beyond Stocks and BondsCAIA's UniFi alternative investment learning platform is now available to all FPA members at a discount.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 19, 2023
4% Rule Falls Short for Retirees With Big Health Care ExpensesAnnual health care expenses tend to grow sharply toward the end of life, HealthView Services data shows.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.
July 19, 2023
Nassau Financial Forms $8.4B Specialty Credit ArmThe business will invest in the "performing and opportunistic" loan and bond markets.