Table of Contents
Since 2011, their sales growth has eclipsed variable annuities. What's causing their meteoric rise?
Start with investments, but don't forget the overall impact on portfolios and financial plans
Charitable giving should stem from clients, not just year-end tax-efficiency strategies
Be aware that many women in your firm can do the jobs above those they're currently in, but might not recognize it.
Firms may have to spend more money and more management time upgrading their archiving systems