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You might be surprised what you find if you review your clients’ insurance needs. Many universal and variable universal life insurance policies underperformed over the past 10 to 15 years due to falling interest rates and huge stock market losses...
At least two national ad campaigns have been launched this year promoting segments of the financial advisory business, but don’t look for leaders in the broadly diverse industry to collaborate on a unifying campaign a la “Got Milk?” anytime soon...
In theory, working with professional athletes sounds like a wealth manager’s dream come true. The players are famous, have a lot of money and usually need a lot of help. But be careful what you wish for, say veteran observers: working with...