Brian O'Connell

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Brian O'Connell

Brian O'Connell is an analyst with InsuranceQuotes.com. Contact him at [email protected].

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January 16, 2017
Exclusive

5 Ways To Leverage Social Media To Get More Clients

Eighty-five percent of financial advisors in a nationwide survey by Putnam Investments said they use social media in their practices today. The reason is a good one: more (and younger) clients.

Exclusive

Five Books to Help Advisors Navigate 2017

January 11, 2017

With a potentially turbulent 2017 on the horizon, advisors can use all the help they can get. Our Brian O’Connell presents five reliable books advisors should consider reading to stay on top of their game.

Exclusive

Advisors Can Help Build a Bulletproof College Plan

January 9, 2017

Planning ahead and finding the right mix of risk and return are two keys to executing a strong college savings plan, one analyst said.

Exclusive

When Should You Offer Pro Bono Advice?

January 3, 2017

Advisors who perform pro bono services for low-income clients receive great experience and satisfaction, reports a nonprofit group that organizes campaigns to bring financial advice to poorer areas.

The Trump Effect: Managing Client Portfolios in 2017

December 20, 2016

Now that Donald Trump is assured of being the 45th president of the United States, what do advisors need to know? What will the economic impact be on clients? We have some answers.

Exclusive

What High-Net-Worth Investors Really Want

December 16, 2016

Would you be surprised to learn their health tops the list of keys to a fulfilling life for high-net-worth investors? Advisors need to learn what makes HNW investors tick in order to earn their business.

Analysts Doubt Rate Hike Will Deter Bull Market

December 14, 2016

If the Fed raises interest rates today, as expected, what will it mean for the bull market? What about other factors such as mortgage rates and bond yields? Analysts say the bulls are running and they won’t slow down.

Exclusive

Skipping Your Annual Client Review? The SEC May Be Watching

December 5, 2016

Focus on compliance systems a must, financial services’ analysts say, with government regulations expected to continue for the foreseeable future.

Exclusive

College Anxiety Drains Away Client Savings

November 10, 2016

Advisors are very familiar with clients who ignore their retirement plan in favor of socking away money in a college fund. Here’s how to help clients see the light.

Analysts: DOL Rule Will Depress Client Fees

November 2, 2016

The Department of Labor fiduciary rule is going to have a major impact on overhead costs and, eventually, client fees, say financial industry insiders. How will advisors evolve?

Exclusive

Is the Cannabis Market Ready to Fly High?

October 27, 2016

Will the run of states legalizing marijuana use make it a trendy focus for investment? Experts disagree on the future prospects of cannabis investing.

Exclusive

Should Financial Advisors Re-Assess Brexit In Their Clients’ Portfolios?

October 19, 2016

Did the Brexit vote have the detrimental impact on the U.K. economy that naysayers predicted? Hardly, analysts say. In fact, advisors might want to consider Great Britain as a foreign landing spot for their client’s portfolio.

Lights, Camera, Advise: How Financial Advisors Can Break Into Media

October 13, 2016

Becoming a media expert can help provide financial advisors with substantial business opportunities. How does one go about doing it? We have the answers.

What Advisors Can Tell Clients About Delaying Social Security

August 15, 2016

Clients might know that they can get more money by waiting on collecting Social Security, but do they know that if could be a difference of nearly $100,000 if they live to 83?

Exclusive

How Advisors Can Help With College Planning

August 12, 2016

Changes in federal law open an opportunity for advisors to help families with one of their top financial priorities.

Exclusive

AUM Pricing: A Dinosaur in Today’s Financial World?

July 5, 2016

Pricing financial services and advice based on the client’s total assets under management is an antiquated model that isn’t resonating with millennials, experts say.

Exclusive

Taper Tantrum: What Negative Rates Mean To Portfolios

June 29, 2016

Financial advisors looking for a path away from negative rates for client retirement portfolios need to get creative, says legendary bond trader Bill Gross.

Exclusive

Eyes On the Prize: Using Incentives To Get Clients To Save For Retirement

June 9, 2016

We all know that the savings rate is abysmal, so what about making it a game?

Exclusive

Breached: Financial Firms Face Increased Cyber-Fraud Scrutiny From Regulators

June 8, 2016

David Macknin has been asking around about how financial service companies view, and handle, the burgeoning threat of cyber-theft. Apparently,…

Exclusive

Study: Care Costs Will Swamp Retirement Plans

June 7, 2016

Rising longevity and health costs cry out for more Medigap coverage.

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