Website essentials for advisers Financial advisers have every incentive to invest in an effective website. However, that doesn’t mean the site has to be complex. Kristen Luke, president and CEO of Wealth Management Marketing, says websites in general are becoming simpler. She offers five best practices when creating or relaunching…
Technology to transform advisers’ offices Frederick Gabriel Jr. and Joyce Hanson discuss emerging technology that could transform the financial-advisory industry. The list includes Big Data, smart offices and gamification. InvestmentNews (free registration) (3/7)
5 things every young adviser should know Ashley Corbally has been in the business since 2007 and has never looked back. She has been with NAIFA for over five years and has risen through her local chairs and now serves as Montana’s state Young Advisors Team chair. Read the Advisor…
E-signatures take hold in advisory industry Not too long ago, financial advisers were wary of electronic signatures, mainly because of legal worries. That mindset seems to be fading. More financial firms are embracing such signatures, and advisers and clients are warming to the idea of digital transactions in general as…
Expert: Clients need to know when to budget and when to insure People need to budget for likely events and insure to guard against the unexpected, said finance professor Moshe Milevsky. Offering a range of guaranteed-income products is a key way that advisers can help clients budget and insure according…
LTCI sales fell, total of insureds was unchanged in 2013, LIMRA says LIMRA reported a 26% drop in the number of people who took out new long-term-care insurance policies last year, based on a survey of 24 private carriers. Premium revenue from new sales was down 30% in 2013, the…
Study: Tech is key for advisers More than half of U.S. financial advisers lack confidence in their firm’s technology and do not think it creates a strong client experience, according to research from SEI. Firms are not keeping pace with technology innovation because their top priority is managing daily business,…
SSA wants stricter disability-benefit rules A Social Security Administration proposal recently published in the Federal Register would require people applying for disability benefits to provide all relevant medical information. “This would include evidence that may be either favorable or unfavorable to your claim,” the proposal says. The Wall Street Journal…
Top producers seek equity, high-trajectory career What does it take to recruit big producers to a firm? A survey found that nearly two-thirds of financial-advisory executives would consider reduced cash compensation in exchange for an equity stake. They also seek a career path that leads to more influence and greater…
March ClientCast Power Session LIVE — “Harnessing the Power of the 0% Tax Bracket” Many Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. Join Power Session LIVE on Friday, March 14, for an enlightening webinar presentation featuring industry leader David McKnight….
Main office
BROOKLYN OFFICE
Copyright © 2023 BrokersCentral. All Rights Reserved.
