Will your financial advisor be hanging up his or her hat soon? Don’t panic here’s how to make a seamless transition. Read Full Article
Paradigm shift news roundup: Benefitfocus & HealthTap, Life Happens, MassMutual, PlanSource & MetLife, Holistic Advisor Academy, LifeMark, Partners Advantage Insurance Services, Renaissance, Standard Life Investments, Voya. Read Full Article
Nominations for the National Underwriter Industry Elite Awards grow stronger each year. They are a who’s who of the best and brightest in the categories of market innovation, industry awareness, community outreach and best rising star. Read Full Article
Customization is king in 2015. Read Full Article
If you’re going on a job interview, then it’s likely you are going to get the often dreaded “tell me about yourself” question thrown your way. Read Full Article
Few things infuriate people more than poorly designed technology. That’s clear to anybody who’s scoured a website for an hour, unable to find the one link she needs to get on with her day. Same goes for software that requires users to study Boolean logic. Read Full Article
Annuities aren’t always an easy sell — the lack of overall awareness about how they work, along with media coverage of financial abuse and poor guidance, has created a tarnished reputation in the eyes of many consumers. Read Full Article
Three days before Christmas, advisor Randy Carver had a heart attack in his office. A sales assistant searched the Internet for the proper first response and administered aspirin to the 50-year-old founder of Carver Financial Services in Mentor, Ohio. Doctors say that might have saved his life. Read Full Article
“Don’t let the tax tail wag the investment dog” is among the most ubiquitous warnings in wealth management. It also might be the most overhyped one. Read Full Article
Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Read Full Article