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Exclusive

DOL Overtime Rule Could Put Squeeze On LTC Costs

May 25, 2016

The new overtime rules will have an impact on many workers in industries such as home health care.

Senate Throws a Block on Fiduciary Rule

May 25, 2016

The U.S. Senate passes a resolution to block the Department of Labor fiduciary rule. But it isn’t likely to have any impact since the Obama administration has promised to veto the measure.

Exclusive

Research Reveals Gap in Serving Hispanic Owners

May 24, 2016

A new survey shows Hispanic-Americans are severely underserved by the financial services market. Many Hispanics say they would work with an advisor if contacted.

Exclusive

10 Things Advisors Must Know About LinkedIn

May 24, 2016

Agents and advisors can contribute their knowledge to establish authority and attract business, but beware of ineffective posting and landmines.

Exclusive

How Medicare Pricing Can Help Your Group Clients Save Money

May 23, 2016

Here’s an option for your clients who self-insure their employee health benefits.

May 20, 2016
Exclusive

I’m 50 Today and Life Insurance is on My Mind

INN Senior Writer Cyril Tuohy shares his experiences with life insurance on his 50th birthday. Happy birthday, Cyril!

May 20, 2016
Exclusive

What’s Next For Brokers In The ACA Environment?

The loss of commissions on individual health plans can lead to expanding the customer relationship into other lines of business.

Dear Financial Advisors, Baby Boomers Are King

May 20, 2016

Advisors wooing Gen X, Gen Y and millennial clients would do well to remember that baby boomers remain kings of the asset world, says our Cyril Tuohy. Boomers will eventually liquidate $59.4 trillion.

Exclusive

Life Insurance: Don’t Forget To Ask!

May 19, 2016

Many financial advisors overlook the opportunity to discuss life insurance with clients.

Exclusive

5 Tips For Maximizing Your Online Business

May 19, 2016

Simple ways to boost your online business and increase your overall chance of success.

Exclusive

Fiduciary Rule Commentary: Are IRAs the Problem or Solution?

May 19, 2016

Why is the Department of Labor seemingly unconcerned with potentially high fees associated with 401(k) plans? Instead, regulators went after IRA money.

Exclusive

Commentary: How to Find Influence (And Leads) on the Web

May 18, 2016

How can you make a bigger impact on your niche? By using ‘relationship marketing’ to influence your influencers, says one successful California advisor.

Roboadvisors Struggling to Find Business

May 18, 2016

Roboadvisors get a lot of publicity, but so far, only 3 percent of the online-only advice market. Meanwhile, online defined contribution-focused advisory firms have snagged the lion’s share of retirement assets.

May 17, 2016
Exclusive

Mutual Of Omaha Tries Simplicity To Stir Disability Market

A new product could help generate interest in the stagnant income protection market.

Exclusive

Commentary: Our Industry Clearly Has Lost Its Mind

May 16, 2016

The life insurance industry’s current business model is not working. But it’s not too late to change course.

Exclusive

Matchmaker Or Deal Breaker? Web Sites Look To Pair Advisors, Clients

May 16, 2016

Consumers might be open to finding their financial soul-mate on a match-making site, but advisors might swipe left on the idea.

Exclusive

Advisors: DOL Rule Black And White With A Streak Of Gray

May 16, 2016

Advisors attending the New York Chapter’s Financial Planning Association spring meeting said although the DOL’s fiduciary rule aligns with their existing practice, there are still some unknowns about when it applies.

Exclusive

DOL Rule ‘Manageable,’ Financial Execs Say

May 16, 2016

Top financial executives reassured analysts that their companies can continue to work through the requirements of the Department of Labor fiduciary rule.

How to Sell and Not Get Sued Under Fiduciary

May 13, 2016

Analysts and insurers are slowly getting a better idea of what working life will look like under the Department of Labor fiduciary rule. Here are some changes agents can expect.

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