Average allocations to annuities rose last year, in part, as a response to the market meltdown of late 2008 and early 2009, as investors sought safer income-like investments. According to a 2010 survey conducted by Cogent Research, annuities...
On January 1, 2010 the income limits for converting a traditional IRA to a Roth IRA were lifted. Three months into the conversion frenzy, advisors are saying deciding whether to convert is more complicated than it seems. The cap prevented...
It is easy to forget that the current environment has created a tremendous opportunity to acquire new affluent clients. However, this opportunity must be approached with a true understanding of today's affluent investor.
An estate tax Internet resource guide
Fat recruiting packages, economic turmoil and mergers between some of the country’s largest brokerage firms have driven many financial advisors to switch firms in the past 18 months. But while hiring firms are usually happy, the firms left...
When it comes to building trust with clients, what better way to do it than through outside involvement in the community
As more wirehouse reps decide to ditch Wall Street and head to independent RIAs, they’re finding there are a number of possible routes to follow.
In all financial advisory sales forces—from stockbrokers to insurance agents to financial advisors and planners—trainee or “novice” producers go through an early career phase of three to four years, during which they learn...
A lot of veteran advisors in today's volatile environment - don't understand today's affluent investor. Here are some sales mistakes to watch out for.
