Investment News: “As DOL fiduciary clears latest hurdle, advisers expect changes will be made”

Both proponents and opponents predict more tweaks under way as proposal moves forward. Read Full Article

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U.S. News & World Report: “3 Things to Do Before Your Financial Advisor Retires”

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

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Life Health Pro: “The 10 biggest announcements from life and health insurers this week”

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

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Life Health Pro: “Meet 4 leaders that are transforming the insurance industry”

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

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Life Health Pro: “100 best sales & marketing ideas: 31-40”

Customization is king in 2015. Read Full Article

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Glassdoor: ” 5 Tips To Answer The Dreaded “Tell Me About Yourself” Interview Question”

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

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Financial Advisor IQ: “You’re Not a Techie. How Do You Avoid Bad Technology?”

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

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Life Health Pro: “34 ways to sell an annuity”

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

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Financial Advisor IQ: “To Coddle Your Clients, Coddle Your Team”

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

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Financial Advisor IQ: “Tax Alpha Isn’t Just for the Superrich”

“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

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