Philip Palaveev is the president of Fusion Advisor Network, a network of independent advisors that provides business management and collective bargaining services to its members. He is responsible for the strategy of the firm and practice...
Just a small segment of the advisor industry accounts for most of the sales of variable annuities in the U.S., so for insurers who are concerned about the long-term growth of the industry, getting more advisors on board to peddle their products is...
Understanding today's affluent investor remains a hot topic for advisors. We see this by the ongoing stream of questions we get about our affluent research. This tells us that advisors are serious about retooling in order to better attract, serve...
How do you become an educated consumer when you're checking out colleges and universities? If you ask your clients this question, the answer you hear back will probably be something like this: Heck if I know. With so much at stake, it's a shame...
According to a recent survey conducted on behalf of American Express, 57 percent of twenty-somethings are still relying on their parents for financial support...
Raymond James on Thursday agreed to a multi-state settlement that will require the firm to buy back $300 million in auction rate securities (ARS) it sold to clients prior to the collapse of the ARS market in February of 2008...
