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."
Investors to get their money back — in ten years or so
Insurer originally sought $2.1 million in case involving 131 parishioners; only two defendants left
Search for guaranteed income boosts sales; rising stock market fails to lift VAs
Different trusts benefit from puny rates, tax adviser says; 'lock those in now'
In the latest example of the feeding frenzy in the RIA space, First Republic buys a breakaway pioneer.
Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away
New surveys reveal rising optimism among financial advisers while large money managers circle the wagons
Co-mingling assets in model plans would create scalable cost efficiencies
Lisa Roth's Keystone Capital cops an offer from Fortune Financial principals
Th recent <i>IN</i>/Moss Adams Performance Study of Advisory Firms shows that 67% of new clients and new revenue come from either a client or center of influence referral. Yet despite this tried-and-true fact in the advisory industry, less than a third of advisers have a formalized process for cultivating referrals, according to the same study.
It's been an up and down recruiting week for LPL Financial LLC
LPL's Jeffrey Kleintop looks at sectors that will do favorably under Democrats or Republicans.
The outcome of the elections will define the political context and leadership for policies that address the looming fiscal imbalances coming to a head in early 2013.
