BOSTON — “I’m not convinced my firm understands the importance of giving us flexibility over pricing,” stated Harold with a sigh, then filled in the details, “I just lost a client over fees, claimed we were charging...
If your practice includes people in their 20s or 30s, you know that cash-value life insurance products can be a tough sell. This type of insurance can be difficult to explain, and many younger clients don’t see a need for life insurance in...
In a constant and continual stream of social media messaging, where the average user is inundated with the typical “15 Ways to Retire” or “How to Save for College,” it is important for financial advisors and companies to be...
The record keeping industry’s competitive challenges are well known: Lower fees, increasing regulatory requirements and higher technology costs are frequently cited. One result from these pressures is consolidation, and it’s estimated...
