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Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.
The “rogue” trading loss and departure of CEO Oswald Grubel doesn’t seem to have driven clients away from UBS in the third quarter. In fact, despite the CHF 1.8 billion trading loss recorded in September, the firm as a whole turned a pretax profit...
Advisors and insurance agents need to focus on building trust with consumers and clients in this environment, one in which the Occupy Wall Street movement dominates headlines, said Bob Baranoff, senior vice president of member benefits at LIMRA...
A surprising twist we recently uncovered in research about social media usage: Among financial advisors, insurance advisors are most likely to use social media for business purposes and most likely to have landed clients through social media...
