Trust is the most important quality vetted in the selection process, but other factors go into the decision.
A request for proposal can uncover exactly what fees and services a plan can get in the marketplace.
Many expect to sell their business to fund retirement, yet aren't preparing properly to do so
Supplies are running low and outreach needs to grow.
Many women are making an impact in a variety of roles, ranging from marketing to technology.
Firms will be able to make it more difficult for advisers to leave, but as clients get wise to the idea they are regarded as property, that could trigger a whole new, set of problems for brokerage industry.
We are kidding ourselves if we think it doesn't happen in the financial advice profession, if we think we are somehow different from testosterone-driven Hollywood, the technology industry or even the broader financial services industry.
They may provide high-net-worth clients with tax-advantaged portfolio income, cash access, creditor protection under some state laws and a tax-free death benefit.
Differences in how men and women view longevity can have big impacts on their finances during retirement
Clients with unwanted policies might be able to sell or exchange them for better policies.
Hint: There's no silver bullet for evaluating the best insurance products.
Here are five simple ways to transform information into business-boosting action.
Get clients talking about youthful pitfalls they secretly keep replaying. Then show clients how to stop.
Top 10 reasons why it's time to 'break up' with projected policy values.
The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.
A vow of silence on money issues negatively impacts our relationships and contributes to the financial literacy crisis.
These three steps can help you work with small business owners.
We must ensure that regulators and the public hear detailed, quantitative information.
A firm's culture should be embraced and incorporated into daily interactions with clients.
