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Research / WMIQ

The latest in Financial Advisor research and tools that can help your practice. WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.

A Guide to Successful Networking
A Guide to Successful Networking
Jan 01, 2010
If you're thinking of changing firms, one of the most important things you can do early on in the process is to network with other advisors
Hidden Treasures
Hidden Treasures
Jan 01, 2010
Here are a few strategies for uncovering assets and benefits your clients may not have even known about.
Life After Branch Management
Life After Branch Management
Jan 01, 2010
The branch manager job has lost some of its appeal, but former managers are finding a good fit elsewhere in wealth management.
Benchmark Your Success
Benchmark Your Success
Jan 01, 2010
In 2010, make deliberate plans and take deliberate steps to close the gaps in your performance.
January 2010 TOC
Dec 29, 2009
8/ INVESTMENTS: The Illusion of Calm? By Michael E. Lewitt A stable global financial system is an absolute necessity—unfortunately, a stable financial system is precisely what we still don’t have. The world remains highly vulnerable to another...
Whole Life Dominates Cash Value Insurance Sales
Dec 22, 2009
When it comes to cash value insurance, whole life sales are picking up steam. Annual sales of whole life insurance were up 12 percent in third quarter of 2009, compared with the same period of 2008, according to LIMRA International.
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