Filmmaker Katharine Round has launched a project to make a documentary on the global economy and its impact on the working practices, lifestyles and psychology of people from Wall Street to Main Street.
Many branch office managers—most of whom are baby boomers—use recruiting and management techniques developed 10 or 15 years ago. But as the industry evolves, and the next generation of advisors comes on board, management strategies must change, experts say.
The past few years have been turbulent for investors in emerging markets-particularly for those investing in local currency bonds. Andrew Keirle, portfolio manager for the Emerging Markets Local Currency Bond Strategy, explains why the recent volatility may present a compelling opportunity for long-term global investors....More
Are your clients' retirement plans flexible enough for life's changes? Clients want the best of both worlds—guaranteed lifetime income with upside potential and flexibility to adapt to changing life situations. There is a solution to meet these client needs from accumulation through distribution....More
In this 3rd and final session of our Social Security webinar series, we will cover the under-served markets for divorced and survivor benefits, where there are special benefits that so many people miss out on....More