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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.
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...
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...
If you’re selling clients long-term care insurance, beware that state insurance laws require agents to provide up-front disclosure that premiums could rise in the future.
