AXA
AXA to Pay $3.2 Million Arbitration Award to Elderly Poultry Farmers
May 01, 2019
The couple said their AXA broker sold them high-end, high-commission annuities and life insurance policies they didn't need.
Work stress
Survey: Some Millennials Hope for Lottery Winnings to Fund Retirement
Apr 30, 2019
A new report from investment app Stash finds that one in five millennials expects to be working during retirement and is wary of investing.
recruiter job interviews
Developing the Next Generation of Financial Advisors
Apr 30, 2019
Based on research from FlexShares' recent Advisor Wellness Study, here are practical tips advisory firms can use to better attract and retain younger talent.
Jeff Concepcion
Michael Kitces' #FASuccess Podcast: Jeff Concepcion Explains 'Supported Independence'
Apr 30, 2019
Stratos Wealth Partners acts as a support platform for independent advisors, effectively operating as the back and middle office for affiliated advisors.
rope frayed
The Disconnect Between Who You Are and What You Do — Getting the Message Right
Apr 29, 2019
Who you are and why you do what you do is far more important to your message than what you do or how you do it.
Success Zone - Episode 1 - Sheila Cuffari.jpg
Sponsored Content
Podcast: Get Equipped to Create Your Succession Plan
Oct 09, 2024
In this new podcast, uncover steps that you can take to inch closer to having your complete succession plan.
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Unfiltered: Duran + Kitces: ‘Are You the Bottleneck in Your Business?’
Apr 26, 2019
Advisory firm owners spend too much time focused on the practice, not on shaping themselves as leaders, says United Capital’s Joe Duran, in the second installment of this podcast.
meeting with clients
The Challenge of Financial Literacy in the Information Age
Apr 25, 2019
Experienced advisors detail ways to boost the financial literacy of their clients.
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