More than one-third of investors said they would switch if advisors were not using technology to enhance their services, according to a survey…
Andrew Martin, assistant vice president of product management for Penn Mutual, said the inflation rider is available to the company’s three Smart Foundation VA products…
A survey underscores how much opportunity there is for financial advisors who want to pursue the small-plan market…
EALive! includes webinars, in-person events, a virtual conference, teleconferences, presentations and keynote addresses from industry experts…
A candidate’s ability to handle new technology is an important hiring consideration…
A new study looks at the details of 14 voluntary dental products…
The best way to attract and retain clients is to deliver a consistently outstanding experience…
Banks and other financial institutions within LPL’s registered investment advisor (RIA) channel have enough demand to add more than 400 advisors over the next few years, said Mark Casady, LPL Financial chairman and chief executive officer…
Kelly Wealth Management’s three new advisors will bring $384 million in assets to the firm and increase the practice’s total assets under advisement to about $1.2 billion…
How to position these products with clients and explain the features…
A survey found that 61 percent of small plan sponsors that work with a financial advisor are “very satisfied” with their 401(k) plan overall…
Property/casualty carriers in the hunt for new premium dollars welcome the profitability that comes with the specialty underwriting skills that managing general agents (MGAs) bring, a report concludes…
Sandy McDonald was named president of Puritan Financial’s brokerage and advisory affiliates…
The largest market share gains in the sales of fixed annuities last year were recorded by the large, regional broker/dealers, according to Beacon Research…
Voluntary health product sales increased 13 percent to $2.6 billion last year. Meanwhile, accident, critical illness and vision coverage also grew for the third straight year, according to LIMRA’s 2013 U.S. Worksite Sales Survey…
Investor demand for financial and retirement advice has meant LPL’s advisors have been able to expand their practices and manage more assets, a company official said…
Initially, the young company is focusing on annuities — in particular, fixed index annuities — that are issued by A-rated carriers…
First Command Financial Services chief executive officer J. Scott Spiker discusses the need for financial advice among members of the armed services…
Some companies are catering to a new class of investors: those who are perfectly happy to let investment algorithms do the work…
