Product development in the retirement income space has exploded, and for good reason. With about 77 million Baby Boomers coming up on retirement, advisors will have to deal with a larger pool of clients transitioning from the asset accumulation...
Seattle: “The market is taking a major tumble and the few clients I have are calling the office frantically,” moaned Ethan as we began our coaching session. “I know you’re going to tell me this is a great time for prospecting, but I can’t keep my...
S&P’s downgrade isn’t the problem, say wealth management and family office executives; it’s worse than that. The problem is the nations’ underlying structure of political, economic and fiscal problems—they are a legitimate cause for long-term...
“The markets are oversold and have dropped too far, too fast, especially in light of fairly solid fundamentals,” said Terry Morris, senior equity manager at National Penn Investors Trust Company, a division of National Penn Wealth...
John J. has been an FA for 30 years. He started at a regional firm and went on to work at two different wirehouses in Manhattan. He’s been with the current one for a decade and manages $270 million assets for 900 households. After the 2008 market...
