Gerber Life would be a good fit for middle income life and health insurer Torchmark, a company executive said recently….
Investment advice rules announced this week by the Securities and Exchange Commission, if finalized, will have a broad impact across the financial services industry. Here is who will be affected.
Today’s benefits brokers must help their group clients establish and maintain a strong company culture.
More Americans are relying on life insurance as a retirement investment vehicle, but will they receive the income they expect from it?
As regulatory activity increases, more and more advisors are going the independent route, partly to reduce the cost obligations of compliance as a broker-dealer firm.
The SEC gave the public a first glance at its investment advice rules for brokers. The panel divided in its assessment, but voted 4-1 to tentatively adopt the rules.
Nationwide To Sell Annuities Through Independents
Nationwide’s move might set a precedent for other mutuals to sell exclusively in the independent channel.
A new survey finds Americans opposed to giving the federal government more say in their retirement planning. Respondents much prefer their employers sponsor retirement plans.
Agents might take for granted that prospects and clients know the basics about life insurance, but a survey showed that they don’t even know that benefits are not taxed.
The Securities and Exchange Commission will meet publicaly Wednesday afternoon for its first board discussions on an investment advice rule for brokers.
Several things contribute to clients outgrowing their advisors. In particular, advisors should be wary of these six things as they could be signs their client is ready to move on from the relationship.
Employees want to build their own pension with annuities through employers, according to a MetLife survey.
Someday the bear will come. How well are advisors preparing clients?
Markets continued to be roiled by uncertainty, from the U.S. trade wars with China to potential conflicts with rogue nations. Money managers are looking at various strategies to safeguard investors’ assets.
“We can tell them what to do, and yet we have a hard time taking our own medicine.”
Traditional advisory payment models are steadily disappearing as younger clients expect flexibility and competitive fees. With that in mind, many advisors are creating new payment options that are gaining favor.
The SEC plans a public meeting Wednesday to discuss its progress to establish investment advice rules for brokers and advisors.
Digital-first agencies find that step No. 2 might be handing it off to an advisor.
Advisors are not paying attention to inheritances from sources other than parents and are losing clients in generational transfer, according to Spectrem.
