ERISA lawyers say recruitment of Davis suggests insurer could be prepping for new rules
A planner looks at how what she learned in her training for a CFP designation matches the skills needed to work with clients.
Could see more takers than buybacks proposed by rivals; 'great option if you're on your deathbed'
Raised and spent $1B for Super PACs -- with little return; 'a waste of money,' says Trump
Pre-packaged seminars on key topics designed to attract and retain pre-retiree clients
TD's Nally: Don't delay in courting NextGen clients
Reps are none too thrilled with Jackson National's cuts to some VA features, particularly since the carrier offered only a few days' notice before the changes take effect. Said one harried adviser: "It's offensive."
