Benchmarking Costs Climb as Regulators Demand More Disclosure
By Kim Cash and Janice KitzmanThe SEC's marketing rule demands clear and relevant benchmarks when performance is advertised.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 19, 2024
Clients With LLCs Need a Business Continuity Plan CheckA recent Supreme Court could hurt any clients with continuity plans that were set on autopilot.
September 19, 2024
9 Reasons to Reconsider Switching FirmsHere's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.
September 18, 2024
On the Hunt for HNW Clients? Look to In-House Investment BanksAffiliating with an independent firm that offers such capabilities can be a true differentiator for financial advisors.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 17, 2024
How to Lift Yourself and Others Through Storytelling: 5 Simple StepsTelling your story can be a game changer for advisors and firms seeking strong leadership.
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