Practice Management

Clients need to be able to answer the question, “What’s next?”

The Aloha State is the 27th to enact a rule or law based upon the model passed by the National Association of Insurance Commissioners, intended to align state regs for annuity sales with the SEC’s Regulation Best Interest.

Building a secure financial life is still possible for those priced out of the housing market by high property prices and soaring mortgage rates.

U.S. Rep. Richard Neal wrote a letter to the Government Accountability Office that he’s worried about the lack of regulation for crypto investments.

Reducing the high anxiety of soaring mortgage rates.

Vaughn Hebron, former running Denver Bronco running back and owner of VMS movement Specialists, on the value he gets from his financial advisor.

According to the commission, Western International Securities and several of its reps ran afoul of the rule by recommending and selling $13.3 million in high-risk L Bonds.

Financial advisors joined the industry to help people. It’s time for technology to catch up in delivering a memorable, measurable, and repeatable client experience.

Philanthropic clients may be looking for ideas or solutions so they can continue to be generous with their giving now and later.