With algorithms taking over the decision-making part of investing, the role of financial advisors in wealth management is shifting from advisory services to client services.
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AAP changes its name to Americans for Asset Protection. Broader mission will include advocacy for “easy access to annuities, life insurance and long term care products.”
There is no way on earth that your best clients have identified the best mutual fund options available on their default company 401(k) retirement plan menu.
If technological changes are making life more functional, then we as an industry should also consider how we make our products and services available for consumers to purchase.
The insurance risk landscape is changing — and third-party administrators (TPAs) with an eye to the future must make evaluating risk management practices a top priority.
Life insurance gives clients flexibility in negotiating their way through retirement.
Where does thought leadership end and working for free begin?
Fewer than half of U.S. businesses use technology for benefits enrollment. Here is how you can connect your group clients with the right tech to make enrollment more efficient.
Through executive bonus plans, life insurance can be part of an innovative solution you can offer your small business clients who are looking to reward and motive their key employees. Even better, it’s a strategy that can produce a tax deduction for their business.
Here is how you can address employees’ four main objections to buying group life insurance.
For multigenerational workforces, the want and need for paid family leave is great. Here is what your employer clients need to know.
Brokers have an opportunity to help their clients’ human resources departments empower employees to be smarter health care shoppers.
President Donald Trump announced that he will nominate Federal Reserve Governor Jerome Powell to be chairman of the central bank.
Through a combination of presidential decisions, insurance company reactions and Affordable Care Act regulations, it has never been easier for consumers to purchase zero-premium bronze plans, if consumers qualify.
We’re almost in the first health care open enrollment season under President Donald Trump, and the scene isn’t quite how he envisioned it.
Whether or not your show is profitable comes down to one thing. Does your show create leads?
How to keep your client from receiving an unwelcome “gift” on their 100th birthday.
A new annuity group is collecting signatures to lobby the Department of Labor on its fiduciary rule.
Here are four actions that could help make this happen.
Life insurance policies have a hidden value that the vast majority of owners are unaware is readily accessible.
